Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VTECVTEC
6 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 20,834 shares of VTEC (VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF), worth $2.1M as of 2026-Q2. The position was increased (+4.5% shares). VTEC represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.1M

Current Shares

20,834

Total Value Change

+$1.6M

Total Shares Change

+15,789

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,834
+4.5%
$2.1M0.0%$100.08
27
2026-Q1
Increased
19,941
+68.5%
$2M0.0%$97.80
38
2025-Q4
Increased
11,831
+22.6%
$1.2M0.0%$98.47
31
2025-Q3
Increased
9,647
+91.2%
$960,7450.0%$96.94
39
2025-Q2
Unchanged
5,045
0.0%
$492,2910.0%$94.07
0
2025-Q1
New
5,045
-
$496,4280.0%$94.13
33

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used