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Sequoia Financial Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Sequoia Financial Advisors’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 		$295K Hold
2,935
– – ﹤0.01% 1685
2026
Q1 		$291K Hold
2,935
– – ﹤0.01% 1590
2025
Q4 		$294K Hold
2,935
– – ﹤0.01% 1574
2025
Q3 		$293K Buy
+2,935
New +$287K ﹤0.01% 1410

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

Sequoia Financial Advisors's VTEC Position: Q2 2026 in Review

Sequoia Financial Advisors held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,935 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 2,935 shares of Vanguard California Tax-Exempt Bond ETF worth $295K as of Q2 2026.
  • Sequoia Financial Advisors left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1685 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.