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Sterling Investment Advisors (Pennsylvania)’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$428K Sell
4,250
-750
-15% -$74.9K 0.07% 158
2026
Q1 		$495K Buy
+5,000
New +$503K 0.09% 138

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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Sterling Investment Advisors (Pennsylvania)'s VTEC Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 15% in Q2 2026, selling an estimated $74.9K and leaving 4,250 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #158.

Sterling Investment Advisors (Pennsylvania) first reported a position in VTEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $495K in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 4,250 shares of Vanguard California Tax-Exempt Bond ETF worth $428K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 750 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $74.9K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.07% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #158 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard California Tax-Exempt Bond ETF position peaked at $495K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.