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 Q3	$2.13M	Buy	22,608 +1,774	+9%	+$174K	﹤0.01%	1631
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

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.5% in Q3 2026, buying an estimated $174K and bringing the position to 22,608 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Wealth Enhancement Advisory Services first reported a position in VTEC in Q1 2025 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Wealth Enhancement Advisory Services held 22,608 shares of Vanguard California Tax-Exempt Bond ETF worth $2.13M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,774 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $174K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1631 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.