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

SteelPeak Wealth’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	$670K	Hold	6,657	–	–	0.02%	380
2026 Q1	$660K	Sell	6,657 -8,010	-55%	-$806K	0.02%	346
2025 Q4	$1.47M	Sell	14,667 -3,251	-18%	-$326K	0.05%	244
2025 Q3	$1.79M	Sell	17,918 -4,327	-19%	-$423K	0.06%	231
2025 Q2	$2.17M	Sell	22,245 -5,149	-19%	-$500K	0.08%	185
2025 Q1	$2.7M	Hold	27,394	–	–	0.11%	141
2024 Q4	$2.73M	Buy	+27,394	New	+$2.75M	0.11%	143

Other funds holding VTEC

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SteelPeak Wealth's VTEC Position: Q2 2026 in Review

SteelPeak Wealth held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 6,657 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #380.

SteelPeak Wealth first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q4 2024. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

SteelPeak Wealth held 6,657 shares of Vanguard California Tax-Exempt Bond ETF worth $670K as of Q2 2026.
SteelPeak Wealth left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #380 holding.
SteelPeak Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
SteelPeak Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $2.73M in Q4 2024.
30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.