RS Crum Inc
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RS Crum Inc’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

RS Crum Inc’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,475
Closed -$249K – 106
2026
Q2 		$249K Hold
2,475
– – 0.05% 88
2026
Q1 		$245K Buy
+2,475
New +$249K 0.05% 90

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Apella Capital
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Concurrent Investment Advisors
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Mission Wealth Management
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PFG Advisors
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Root Financial Partners
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FA
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RS Crum Inc's VTEC Position: Q3 2026 in Review

RS Crum Inc sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026, closing a stake of 2,475 shares — an estimated $249K sold.

RS Crum Inc first reported a position in VTEC in Q1 2026 and held it in 2 quarters. The position peaked at $249K in Q2 2026. 63 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • RS Crum Inc reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2026 after selling out during the quarter.
  • RS Crum Inc sold 2,475 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $249K.
  • RS Crum Inc first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and held it in 2 quarters.
  • RS Crum Inc's Vanguard California Tax-Exempt Bond ETF position peaked at $249K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on RS Crum Inc's 13F filing for Q3 2026, filed 19 Oct 2026.