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Van Strum & Towne’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Van Strum & Towne’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 		$1.17M Buy
11,650
+4,000
+52% +$399K 0.32% 52
2026
Q1 		$758K Buy
7,650
+1,250
+20% +$126K 0.22% 58
2025
Q4 		$642K Buy
+6,400
New +$641K 0.18% 69

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

Van Strum & Towne's VTEC Position: Q2 2026 in Review

Van Strum & Towne increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 52% in Q2 2026, buying an estimated $399K and bringing the position to 11,650 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #52.

Van Strum & Towne first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Van Strum & Towne held 11,650 shares of Vanguard California Tax-Exempt Bond ETF worth $1.17M as of Q2 2026.
  • Van Strum & Towne bought 4,000 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $399K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.32% of Van Strum & Towne's portfolio in Q2 2026, its #52 holding.
  • Van Strum & Towne first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.