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

United Capital 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 Q1	$5.5M	Buy	55,484 +17,243	+45%	+$1.73M	0.03%	349
2025 Q4	$3.83M	Buy	38,241 +11,863	+45%	+$1.19M	0.02%	393
2025 Q3	$2.63M	Buy	26,378 +20,754	+369%	+$2.03M	0.02%	410
2025 Q2	$549K	Buy	+5,624	New	+$546K	﹤0.01%	756

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

United Capital Financial Advisors's VTEC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 45% in Q1 2026, buying an estimated $1.73M and bringing the position to 55,484 shares worth $5.5M. The position accounts for 0.03% of the portfolio, ranked #349.

United Capital Financial Advisors first reported a position in VTEC in Q2 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

United Capital Financial Advisors held 55,484 shares of Vanguard California Tax-Exempt Bond ETF worth $5.5M as of Q1 2026.
United Capital Financial Advisors bought 17,243 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.73M.
Vanguard California Tax-Exempt Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #349 holding.
United Capital Financial Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.