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Sincerus Advisory’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Sincerus Advisory’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
Q3 		$791K Buy
+8,385
New +$823K 0.52% 40

Other funds holding VTEC

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sincerus Advisory's VTEC Position: Q3 2026 in Review

Sincerus Advisory opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 8,385 shares worth $791K. The stake represents 0.52% of the portfolio and ranks #40 among its holdings.

8 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Sincerus Advisory held 8,385 shares of Vanguard California Tax-Exempt Bond ETF worth $791K as of Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Sincerus Advisory position in Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.52% of Sincerus Advisory's portfolio in Q3 2026, its #40 holding.
  • 8 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.