SAG
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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
2026
Q2 		$258K Buy
2,567
+39
+2% +$3.89K 0.01% 534
2026
Q1 		$250K Buy
2,528
+98
+4% +$9.86K 0.01% 511
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 $751B AUM 38.74% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

SageView Advisory Group's VTEC Position: Q2 2026 in Review

SageView Advisory Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 1.5% in Q2 2026, buying an estimated $3.89K and bringing the position to 2,567 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #534.

SageView Advisory Group first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • SageView Advisory Group held 2,567 shares of Vanguard California Tax-Exempt Bond ETF worth $258K as of Q2 2026.
  • SageView Advisory Group bought 39 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.89K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #534 holding.
  • SageView Advisory Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.