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 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wedbush Securities's VTEC Position: Q2 2026 in Review

Wedbush Securities increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 11% in Q2 2026, buying an estimated $300K and bringing the position to 29,276 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #200.

Wedbush Securities first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Wedbush Securities held 29,276 shares of Vanguard California Tax-Exempt Bond ETF worth $2.94M as of Q2 2026.
Wedbush Securities bought 3,000 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $300K.
Vanguard California Tax-Exempt Bond ETF made up 0.08% of Wedbush Securities's portfolio in Q2 2026, its #200 holding.
Wedbush Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.