Weatherly Asset Management
VTEC icon

Weatherly Asset Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Weatherly Asset Management’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 		$324K Hold
3,432
– – 0.02% 156
2026
Q2 		$345K Hold
3,432
– – 0.02% 155
2026
Q1 		$340K Hold
3,432
– – 0.03% 154
2025
Q4 		$344K Buy
+3,432
New +$344K 0.03% 152

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Wedmont Private Capital
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LPL Financial
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Bailard
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MAI Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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Weatherly Asset Management's VTEC Position: Q3 2026 in Review

Weatherly Asset Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q3 2026 at 3,432 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #156.

Weatherly Asset Management first reported a position in VTEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $345K in Q2 2026. 178 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Weatherly Asset Management held 3,432 shares of Vanguard California Tax-Exempt Bond ETF worth $324K as of Q3 2026.
  • Weatherly Asset Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.02% of Weatherly Asset Management's portfolio in Q3 2026, its #156 holding.
  • Weatherly Asset Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Weatherly Asset Management's Vanguard California Tax-Exempt Bond ETF position peaked at $345K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Weatherly Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.