Spire Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Spire Wealth Management’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	$35.2K	Hold	350	–	–	﹤0.01%	1271
2026 Q1	$34.7K	Hold	350	–	–	﹤0.01%	1277
2025 Q4	$35.1K	Buy	350 +250	+250%	+$25.1K	﹤0.01%	1286
2025 Q3	$9.98K	Buy	100 +80	+400%	+$7.83K	﹤0.01%	1748
2025 Q2	$1.95K	Hold	20	–	–	﹤0.01%	2178
2025 Q1	$1.97K	Hold	20	–	–	﹤0.01%	2282
2024 Q4	$1.99K	Buy	+20	New	+$2.01K	﹤0.01%	2256

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 $3.65B AUM 26.64% 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

Spire Wealth Management's VTEC Position: Q2 2026 in Review

Spire Wealth Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 350 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Spire Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Spire Wealth Management held 350 shares of Vanguard California Tax-Exempt Bond ETF worth $35.2K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #1271 holding.
Spire Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.