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Tobias Financial Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Tobias Financial Advisors’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
-2,038
Closed -$202K – 158
2026
Q1 		$202K Buy
+2,038
New +$205K 0.03% 140

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

Tobias Financial Advisors's VTEC Position: Q2 2026 in Review

Tobias Financial Advisors sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026, closing a stake of 2,038 shares — an estimated $202K sold.

Tobias Financial Advisors first reported a position in VTEC in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Tobias Financial Advisors reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,038 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $202K.
  • Tobias Financial Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $202K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.