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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wedbush Securities's VTEC Position: Q1 2026 in Review

Wedbush Securities increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 40% in Q1 2026, buying an estimated $753K and bringing the position to 26,276 shares worth $2.6M. The position accounts for 0.08% of the portfolio, ranked #208.

Wedbush Securities first reported a position in VTEC in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Wedbush Securities held 26,276 shares of Vanguard California Tax-Exempt Bond ETF worth $2.6M as of Q1 2026.
Wedbush Securities bought 7,480 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $753K.
Vanguard California Tax-Exempt Bond ETF made up 0.08% of Wedbush Securities's portfolio in Q1 2026, its #208 holding.
Wedbush Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.