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Sweeney & Michel’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Sweeney & Michel’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 		$939K Buy
9,476
+1,026
+12% +$102K 0.25% 64
2026
Q1 		$845K Buy
8,450
+2,335
+38% +$235K 0.25% 66
2025
Q4 		$618K Buy
6,115
+23
+0.4% +$2.31K 0.18% 79
2025
Q3 		$608K Buy
6,092
+916
+18% +$89.6K 0.2% 74
2025
Q2 		$502K Buy
5,176
+1,892
+58% +$184K 0.18% 84
2025
Q1 		$314K Buy
+3,284
New +$326K 0.14% 96
2024
Q3 		$205K Buy
2,030
+14
+0.7% +$1.41K 0.08% 115
2024
Q2 		$201K Buy
+2,016
New +$200K 0.09% 110

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

Sweeney & Michel's VTEC Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 9,476 shares worth $939K. The position accounts for 0.25% of the portfolio, ranked #64.

Sweeney & Michel first reported a position in VTEC in Q2 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Sweeney & Michel held 9,476 shares of Vanguard California Tax-Exempt Bond ETF worth $939K as of Q2 2026.
  • Sweeney & Michel bought 1,026 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $102K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.25% of Sweeney & Michel's portfolio in Q2 2026, its #64 holding.
  • Sweeney & Michel first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.