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

Synergy 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 		– Sell
-15,453
Closed -$1.53M – 132
2026
Q1 		$1.53M Buy
+15,453
New +$1.55M 1.15% 21

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

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

Synergy Financial Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026, closing a stake of 15,453 shares — an estimated $1.53M sold.

Synergy Financial Group first reported a position in VTEC in Q1 2026 and held it in 1 quarter. The position peaked at $1.53M in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Synergy Financial Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 15,453 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.53M.
  • Synergy Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Financial Group's Vanguard California Tax-Exempt Bond ETF position peaked at $1.53M in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.