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WESPAC Advisors SoCal’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

WESPAC Advisors SoCal’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 		$503K Sell
5,004
-5,817
-54% -$581K 0.09% 94
2026
Q1 		$1.07M Sell
10,821
-1,233
-10% -$124K 0.23% 74
2025
Q4 		$1.21M Buy
12,054
+2,345
+24% +$235K 0.24% 70
2025
Q3 		$969K Buy
+9,709
New +$950K 0.2% 76

Other funds holding VTEC

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WESPAC Advisors SoCal's VTEC Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 54% in Q2 2026, selling an estimated $581K and leaving 5,004 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #94.

WESPAC Advisors SoCal first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • WESPAC Advisors SoCal held 5,004 shares of Vanguard California Tax-Exempt Bond ETF worth $503K as of Q2 2026.
  • WESPAC Advisors SoCal sold 5,817 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $581K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.09% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #94 holding.
  • WESPAC Advisors SoCal first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WESPAC Advisors SoCal's Vanguard California Tax-Exempt Bond ETF position peaked at $1.21M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.