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Stonebridge Financial Group, LLC/CA’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$695K Buy
+6,916
New +$690K 0.1% 138

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PPW
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CIA
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Stonebridge Financial Group, LLC/CA's VTEC Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 6,916 shares worth $695K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings.

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

  • Stonebridge Financial Group, LLC/CA held 6,916 shares of Vanguard California Tax-Exempt Bond ETF worth $695K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.1% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #138 holding.
  • 184 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.