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Wealthspire Advisors (New York)’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-3,712
Closed -$372K – 1117
2025
Q4 		$372K Buy
3,712
+3
+0.1% +$301 ﹤0.01% 715
2025
Q3 		$370K Buy
3,709
+261
+8% +$25.5K ﹤0.01% 610
2025
Q2 		$337K Buy
+3,448
New +$335K ﹤0.01% 636

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTEC Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026, closing a stake of 3,712 shares — an estimated $372K sold.

Wealthspire Advisors (New York) first reported a position in VTEC in Q2 2025 and held it in 3 quarters. The position peaked at $372K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,712 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $372K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Vanguard California Tax-Exempt Bond ETF position peaked at $372K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.