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 Q1	$245K	Buy	+2,475	New	+$249K	0.05%	90

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

RS Crum Inc's VTEC Position: Q1 2026 in Review

RS Crum Inc opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026: 2,475 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #90 among its holdings.

173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

RS Crum Inc held 2,475 shares of Vanguard California Tax-Exempt Bond ETF worth $245K as of Q1 2026.
Vanguard California Tax-Exempt Bond ETF was a new RS Crum Inc position in Q1 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.05% of RS Crum Inc's portfolio in Q1 2026, its #90 holding.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.