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

WorthPointe’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	$701K	Buy	+6,970	New	+$696K	0.18%	66

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

WorthPointe's VTEC Position: Q2 2026 in Review

WorthPointe opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 6,970 shares worth $701K. The stake represents 0.18% of the portfolio and ranks #66 among its holdings.

212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

WorthPointe held 6,970 shares of Vanguard California Tax-Exempt Bond ETF worth $701K as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new WorthPointe position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.18% of WorthPointe's portfolio in Q2 2026, its #66 holding.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.