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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
Q2 		$339K Buy
+3,366
New +$336K ﹤0.01% 955
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 $751B AUM 38.74% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTEC Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 3,366 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in VTEC as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in VTEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,366 shares of Vanguard California Tax-Exempt Bond ETF worth $339K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #955 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard California Tax-Exempt Bond ETF position peaked at $372K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.