Savvy Advisors Inc’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Savvy Advisors 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 Q2	$1.51M	Buy	15,046 +499	+3%	+$49.8K	0.03%	403
2026 Q1	$1.44M	Buy	14,547 +732	+5%	+$73.7K	0.04%	344
2025 Q4	$1.39M	Buy	13,815 +11,483	+492%	+$1.15M	0.04%	301
2025 Q3	$233K	Buy	+2,332	New	+$228K	0.01%	728

Other funds holding VTEC

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Savvy Advisors Inc's VTEC Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 3.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 15,046 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #403.

Savvy Advisors Inc 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.

Savvy Advisors Inc held 15,046 shares of Vanguard California Tax-Exempt Bond ETF worth $1.51M as of Q2 2026.
Savvy Advisors Inc bought 499 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $49.8K.
Vanguard California Tax-Exempt Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #403 holding.
Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.