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 Q3	–	Sell	-6,657	Closed	-$670K	–	781
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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

SteelPeak Wealth's VTEC Position: Q3 2026 in Review

SteelPeak Wealth sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026, closing a stake of 6,657 shares — an estimated $670K sold.

SteelPeak Wealth first reported a position in VTEC in Q4 2024 and held it in 7 quarters. The position peaked at $2.73M in Q4 2024. 80 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

SteelPeak Wealth reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2026 after selling out during the quarter.
SteelPeak Wealth sold 6,657 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $670K.
SteelPeak Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and held it in 7 quarters.
SteelPeak Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $2.73M in Q4 2024.
80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.