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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
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 $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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Shared Vision Wealth Group's VTEC Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 29% in Q1 2026, buying an estimated $1.3M and bringing the position to 57,477 shares worth $5.69M. The position accounts for 2.32% of the portfolio, ranked #12.

Shared Vision Wealth Group first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Shared Vision Wealth Group held 57,477 shares of Vanguard California Tax-Exempt Bond ETF worth $5.69M as of Q1 2026.
  • Shared Vision Wealth Group bought 12,967 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.3M.
  • Vanguard California Tax-Exempt Bond ETF made up 2.32% of Shared Vision Wealth Group's portfolio in Q1 2026, its #12 holding.
  • Shared Vision Wealth Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.