XPN
VTEC icon

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
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

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

XY Planning Network's VTEC Position: Q2 2026 in Review

XY Planning Network held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,923 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #288.

XY Planning Network first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • XY Planning Network held 2,923 shares of Vanguard California Tax-Exempt Bond ETF worth $294K as of Q2 2026.
  • XY Planning Network left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #288 holding.
  • XY Planning Network first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.