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SageView Advisory Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

SageView Advisory Group’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
2025
Q4 		$244K Buy
2,430
+335
+16% +$33.6K 0.01% 535
2025
Q3 		$209K Buy
+2,095
New +$205K 0.01% 621

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

SageView Advisory Group's VTEC Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 16% in Q4 2025, buying an estimated $33.6K and bringing the position to 2,430 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #535.

SageView Advisory Group first reported a position in VTEC in Q3 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold VTEC as of Q4 2025.

  • SageView Advisory Group held 2,430 shares of Vanguard California Tax-Exempt Bond ETF worth $244K as of Q4 2025.
  • SageView Advisory Group bought 335 Vanguard California Tax-Exempt Bond ETF shares in Q4 2025, an estimated $33.6K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #535 holding.
  • SageView Advisory Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.