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

Stone Summit 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
-5,989
Closed -$602K – 144
2026
Q2 		$602K Buy
5,989
+321
+6% +$32K 0.15% 92
2026
Q1 		$562K Buy
5,668
+886
+19% +$89.1K 0.16% 86
2025
Q4 		$479K Buy
+4,782
New +$479K 0.13% 102

Other funds holding VTEC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Stone Summit Wealth's VTEC Position: Q3 2026 in Review

Stone Summit Wealth sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026, closing a stake of 5,989 shares — an estimated $602K sold.

Stone Summit Wealth first reported a position in VTEC in Q4 2025 and held it in 3 quarters. The position peaked at $602K in Q2 2026. 57 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Stone Summit Wealth reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 5,989 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $602K.
  • Stone Summit Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and held it in 3 quarters.
  • Stone Summit Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $602K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.