VPIM
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Vanguard Personalized Indexing Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Vanguard Personalized Indexing Management’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
2024
Q2 		– Sell
-7,072
Closed -$711K – 1760
2024
Q1 		$711K Buy
+7,072
New +$713K 0.02% 833

Other funds holding VTEC

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Personalized Indexing Management's VTEC Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2024, closing a stake of 7,072 shares — an estimated $711K sold.

Vanguard Personalized Indexing Management first reported a position in VTEC in Q1 2024 and held it in 1 quarter. The position peaked at $711K in Q1 2024. 26 funds tracked by Wall St. Rank hold VTEC as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 7,072 Vanguard California Tax-Exempt Bond ETF shares in Q2 2024, an estimated $711K.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2024 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Vanguard California Tax-Exempt Bond ETF position peaked at $711K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.