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Twin Peaks Wealth Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Twin Peaks Wealth 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 		$287K Hold
2,856
– – 0.07% 173
2026
Q1 		$283K Hold
2,856
– – 0.07% 145
2025
Q4 		$289K Hold
2,856
– – 0.08% 146
2025
Q3 		$285K Buy
2,856
+467
+20% +$45.7K 0.1% 135
2025
Q2 		$233K Buy
+2,389
New +$232K 0.08% 144

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

Twin Peaks Wealth Advisors's VTEC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,856 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #173.

Twin Peaks Wealth Advisors first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,856 shares of Vanguard California Tax-Exempt Bond ETF worth $287K as of Q2 2026.
  • Twin Peaks Wealth Advisors left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $289K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.