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Shared Vision Wealth Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Shared Vision Wealth 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 		– Sell
-57,477
Closed -$5.69M – 118
2026
Q1 		$5.69M Buy
57,477
+12,967
+29% +$1.3M 2.32% 12
2025
Q4 		$4.48M Buy
44,510
+19,280
+76% +$1.93M 1.82% 15
2025
Q3 		$2.54M Buy
+25,230
New +$2.47M 1.07% 22

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

Shared Vision Wealth Group's VTEC Position: Q2 2026 in Review

Shared Vision Wealth Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026, closing a stake of 57,477 shares — an estimated $5.69M sold.

Shared Vision Wealth Group first reported a position in VTEC in Q3 2025 and held it in 3 quarters. The position peaked at $5.69M in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Shared Vision Wealth Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 57,477 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $5.69M.
  • Shared Vision Wealth Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and held it in 3 quarters.
  • Shared Vision Wealth Group's Vanguard California Tax-Exempt Bond ETF position peaked at $5.69M in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.