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Wedmont Private Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Wedmont Private Capital’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 		$24.4M Buy
244,141
+49,518
+25% +$4.94M 0.67% 26
2026
Q1 		$19.4M Buy
194,623
+34,510
+22% +$3.47M 0.63% 24
2025
Q4 		$16.1M Buy
160,113
+34,671
+28% +$3.47M 0.56% 29
2025
Q3 		$12.5M Buy
125,442
+54,679
+77% +$5.35M 0.46% 36
2025
Q2 		$6.89M Buy
70,763
+3,614
+5% +$351K 0.29% 48
2025
Q1 		$6.44M Buy
67,149
+11,935
+22% +$1.19M 0.33% 48
2024
Q4 		$5.46M Sell
55,214
-517
-0.9% -$51.9K 0.29% 48
2024
Q3 		$5.61M Buy
55,731
+4,743
+9% +$477K 0.32% 46
2024
Q2 		$5.1M Buy
50,988
+15,858
+45% +$1.57M 0.32% 46
2024
Q1 		$3.5M Buy
+35,130
New +$3.54M 0.26% 58

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
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
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Wedmont Private Capital's VTEC Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 25% in Q2 2026, buying an estimated $4.94M and bringing the position to 244,141 shares worth $24.4M. The position accounts for 0.67% of the portfolio, ranked #26.

Wedmont Private Capital first reported a position in VTEC in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Wedmont Private Capital held 244,141 shares of Vanguard California Tax-Exempt Bond ETF worth $24.4M as of Q2 2026.
  • Wedmont Private Capital bought 49,518 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $4.94M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.67% of Wedmont Private Capital's portfolio in Q2 2026, its #26 holding.
  • Wedmont Private Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.