Wealth Enhancement Advisory Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Wealth Enhancement Advisory Services’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	$2.09M	Buy	20,834 +893	+4%	+$89.2K	﹤0.01%	1543
2026 Q1	$1.98M	Buy	19,941 +8,110	+69%	+$816K	﹤0.01%	1394
2025 Q4	$1.19M	Buy	11,831 +2,184	+23%	+$219K	﹤0.01%	1829
2025 Q3	$961K	Buy	9,647 +4,602	+91%	+$450K	﹤0.01%	1896
2025 Q2	$492K	Hold	5,045	–	–	﹤0.01%	2241
2025 Q1	$496K	Buy	+5,045	New	+$501K	﹤0.01%	2073

Other funds holding VTEC

WPC

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 4.5% in Q2 2026, buying an estimated $89.2K and bringing the position to 20,834 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Wealth Enhancement Advisory Services first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Wealth Enhancement Advisory Services held 20,834 shares of Vanguard California Tax-Exempt Bond ETF worth $2.09M as of Q2 2026.
Wealth Enhancement Advisory Services bought 893 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $89.2K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1543 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.