Wedbush Securities’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Wedbush Securities’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	$2.43M	Sell	25,779 -3,497	-12%	-$343K	0.06%	253
2026 Q2	$2.94M	Buy	29,276 +3,000	+11%	+$300K	0.08%	200
2026 Q1	$2.6M	Buy	26,276 +7,480	+40%	+$753K	0.08%	208
2025 Q4	$1.88M	Buy	18,796 +5,000	+36%	+$501K	0.06%	269
2025 Q3	$1.38M	Hold	13,796	–	–	0.04%	330
2025 Q2	$1.35M	Buy	13,796 +284	+2%	+$27.6K	0.05%	325
2025 Q1	$1.33M	Hold	13,512	–	–	0.05%	301
2024 Q4	$1.34M	Buy	13,512 +3,213	+31%	+$323K	0.05%	293
2024 Q3	$1.04M	Buy	+10,299	New	+$1.03M	0.04%	358

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

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wedbush Securities's VTEC Position: Q3 2026 in Review

Wedbush Securities reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 12% in Q3 2026, selling an estimated $343K and leaving 25,779 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #253.

Wedbush Securities first reported a position in VTEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q2 2026. 72 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Wedbush Securities held 25,779 shares of Vanguard California Tax-Exempt Bond ETF worth $2.43M as of Q3 2026.
Wedbush Securities sold 3,497 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $343K.
Vanguard California Tax-Exempt Bond ETF made up 0.06% of Wedbush Securities's portfolio in Q3 2026, its #253 holding.
Wedbush Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 9 quarters since.
Wedbush Securities's Vanguard California Tax-Exempt Bond ETF position peaked at $2.94M in Q2 2026.
72 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.