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Position history for Creative PlanningCreative Planning's holdings in VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

Creative Planning holds 69,671 shares of VTEC (VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF), worth $7M as of 2026-Q2. The position was increased (+8.2% shares). VTEC represents 0.0% of Creative Planning's portfolio.

Current Value

$7M

Current Shares

69,671

Total Value Change

+$5.9M

Total Shares Change

+58,752

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
69,671
+8.2%
$7M0.0%$100.08
30
2026-Q1
Increased
64,366
+8.8%
$6.4M0.0%$97.80
30
2025-Q4
Increased
59,166
+16.0%
$5.9M0.0%$98.47
31
2025-Q3
Decreased
51,021
-3.1%
$5.1M0.0%$96.94
0
2025-Q2
Increased
52,635
+230.8%
$5.1M0.0%$94.07
44
2025-Q1
Increased
15,912
+2.0%
$1.6M0.0%$94.13
26
2024-Q4
Increased
15,594
+42.8%
$1.6M0.0%$94.70
34
2024-Q3
Increased
10,919
+206.5%
$1.1M0.0%$95.59
41

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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