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 Q2	$4.37M	Sell	43,500 -11,984	-22%	-$1.2M	0.02%	407
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

United Capital Financial Advisors's VTEC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 22% in Q2 2026, selling an estimated $1.2M and leaving 43,500 shares worth $4.37M. The position accounts for 0.02% of the portfolio, ranked #407.

United Capital Financial Advisors first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.5M in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

United Capital Financial Advisors held 43,500 shares of Vanguard California Tax-Exempt Bond ETF worth $4.37M as of Q2 2026.
United Capital Financial Advisors sold 11,984 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.2M.
Vanguard California Tax-Exempt Bond ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #407 holding.
United Capital Financial Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
United Capital Financial Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $5.5M in Q1 2026.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.