WealthGarden F.S.’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

WealthGarden F.S.’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	$364K	Buy	+3,620	New	+$361K	0.21%	123

Other funds holding VTEC

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

WealthGarden F.S.'s VTEC Position: Q2 2026 in Review

WealthGarden F.S. opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 3,620 shares worth $364K. The stake represents 0.21% of the portfolio and ranks #123 among its holdings.

93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

WealthGarden F.S. held 3,620 shares of Vanguard California Tax-Exempt Bond ETF worth $364K as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new WealthGarden F.S. position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.21% of WealthGarden F.S.'s portfolio in Q2 2026, its #123 holding.
93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.