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Summitry LLC’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Summitry LLC’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 		$355K Hold
3,527
– – 0.01% 214
2026
Q1 		$349K Hold
3,527
– – 0.01% 181
2025
Q4 		$354K Hold
3,527
– – 0.01% 154
2025
Q3 		$352K Buy
+3,527
New +$345K 0.01% 135

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
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

Summitry LLC's VTEC Position: Q2 2026 in Review

Summitry LLC held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 3,527 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #214.

Summitry LLC first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Summitry LLC held 3,527 shares of Vanguard California Tax-Exempt Bond ETF worth $355K as of Q2 2026.
  • Summitry LLC left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #214 holding.
  • Summitry LLC first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.