XY Planning Network
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XY Planning Network’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

XY Planning Network’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
Q3 		$276K Hold
2,923
– – 0.03% 335
2026
Q2 		$294K Hold
2,923
– – 0.04% 288
2026
Q1 		$290K Hold
2,923
– – 0.05% 240
2025
Q4 		$293K Buy
+2,923
New +$293K 0.05% 223

Other funds holding VTEC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

XY Planning Network's VTEC Position: Q3 2026 in Review

XY Planning Network held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q3 2026 at 2,923 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #335.

XY Planning Network first reported a position in VTEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $294K in Q2 2026. 98 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • XY Planning Network held 2,923 shares of Vanguard California Tax-Exempt Bond ETF worth $276K as of Q3 2026.
  • XY Planning Network left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #335 holding.
  • XY Planning Network first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Vanguard California Tax-Exempt Bond ETF position peaked at $294K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.