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Stonebridge Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Stonebridge Financial Group’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 		$695K Buy
+6,916
New +$690K 0.1% 138

Other funds holding VTEC

Charles Schwab
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
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
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Stonebridge Financial Group's VTEC Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 6,916 shares worth $695K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings.

204 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Stonebridge Financial Group held 6,916 shares of Vanguard California Tax-Exempt Bond ETF worth $695K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Stonebridge Financial Group position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.1% of Stonebridge Financial Group's portfolio in Q2 2026, its #138 holding.
  • 204 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.