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Vanguard LT Tax-Ex Bond (VTEL)

CUSIP: 922907688 | NYSE | 58 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wedmont Private Capital112,239
0.3% of portfolio›$10.7M
Tortoise Investment Management, LLC92,807
0.7% of portfolio›$8.9M
Able Financial Group, LLC75,039
1.1% of portfolio›$7.2M
Elevated Financial Group LLC72,986
2.0% of portfolio›$7.0M
Aspiriant, LLC47,181
0.1% of portfolio›$4.5M
Diversified Portfolios, Inc.41,825
0.3% of portfolio›$4.0M
Ashton Thomas Private Wealth, LLC28,674
0.1% of portfolio›$2.8M
Valeo Financial Advisors, LLC28,316
0.1% of portfolio›$2.7M
Bank of New York Mellon Corp13,564
0.0% of portfolio›$1.3M
MMA Asset Management LLC12,937
0.4% of portfolio›$1.2M
Cassilly Financial Group LLC8,895
0.6% of portfolio›$854.6K
High Net Worth Advisory Group LLC8,234
0.2% of portfolio›$791.1K
Stone Loft Wealth Management LLC8,199
0.4% of portfolio›$787.7K
StoneX Group Inc.6,908
0.0% of portfolio›$667.5K
Flagship Harbor Advisors, LLC5,063
0.0% of portfolio›$486.5K
Old Mission Investment Co LLC4,815
0.1% of portfolio›$462.6K
Sowell Financial Services LLC4,700
0.0% of portfolio›$451.6K
Truist Financial Corp4,300
0.0% of portfolio›$413.1K
LPL Financial LLC4,155
0.0% of portfolio›$399.2K
Cullen T Bankers, Inc.4,000
0.0% of portfolio›$384.3K
Commonwealth Equity Services, LLC3,514
0.0% of portfolio›$337.7K
Sage Investment Counsel LLC3,150
0.3% of portfolio›$302.7K
Financial Life Advisors2,968
0.1% of portfolio›$285.2K
Hanson & Doremus Investment Management2,474
0.0% of portfolio›$238
Blume Capital Management, Inc.2,000
0.0% of portfolio›$192.2K
Burk Holdings LLC1,449
0.0% of portfolio›$139.2K
Farther Finance Advisors, LLC454
0.0% of portfolio›$43.6K
Creative Financial Designs Inc179
0.0% of portfolio›$17.2K
Blueline Advisors LLC50
0.0% of portfolio›$4.8K
StyleTurnoverLocationFiled
Wedmont Private Capital
112,239$10.7M0.3%IndexVery LowWest Chester, PA2026-10-09
Tortoise Investment Management, LLC
92,807$8.9M0.7%ETFLowWhite Plains, NY2026-11-06
Able Financial Group, LLC
75,039$7.2M1.1%ETFLowScottsdale, AZ2026-10-14
Elevated Financial Group LLC
72,986$7.0M2.0%ETFMediumIndianapolis, IN2026-10-16
Aspiriant, LLC
47,181$4.5M0.1%ETFVery LowLos Angeles, CA2026-10-16
Diversified Portfolios, Inc.
41,825$4.0M0.3%ETFLowBloomfield Hills, MI2026-11-04
Ashton Thomas Private Wealth, LLC
28,674$2.8M0.1%CoreMediumScottsdale, AZ2026-11-03
Valeo Financial Advisors, LLC
28,316$2.7M0.1%ETFLowCarmel, IN2026-10-08
Bank of New York Mellon Corp
13,564$1.3M0.0%CoreLowNew York, NY2026-11-05
MMA Asset Management LLC
12,937$1.2M0.4%ETFMediumNew York, NY2026-11-02
Cassilly Financial Group LLC
8,895$854.6K0.6%ETFLowSeverna Park, MD2026-10-07
High Net Worth Advisory Group LLC
8,234$791.1K0.2%ETFVery LowNaples, FL2026-10-26
Stone Loft Wealth Management LLC
8,199$787.7K0.4%ETFLowWest Chester, PA2026-11-03
StoneX Group Inc.
6,908$667.5K0.0%ETFMediumNew York, NY2026-11-03
Flagship Harbor Advisors, LLC
5,063$486.5K0.0%ETFMediumBoston, MA2026-10-26
Old Mission Investment Co LLC
4,815$462.6K0.1%ETFLowTraverse City, MI2026-10-22
Sowell Financial Services LLC
4,700$451.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Truist Financial Corp
4,300$413.1K0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
4,155$399.2K0.0%IndexVery LowFort Mill, SC2026-11-06
Cullen T Bankers, Inc.
4,000$384.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Commonwealth Equity Services, LLC
3,514$337.7K0.0%ETFLowWaltham, MA2026-11-02
Sage Investment Counsel LLC
3,150$302.7K0.3%ValueMediumFranklin, TN2026-10-26
Financial Life Advisors
2,968$285.2K0.1%ETFLowSan Antonio, TX2026-10-14
Hanson & Doremus Investment Management
2,474$2380.0%CoreVery LowBurlington, VT2026-10-16
Blume Capital Management, Inc.
2,000$192.2K0.0%CoreMediumBerkeley, CA2026-10-26
Burk Holdings LLC
1,449$139.2K0.0%ETFVery LowTulsa, OK2026-11-05
Farther Finance Advisors, LLC
454$43.6K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
179$17.2K0.0%ETFMediumKokomo, IN2026-11-04
Blueline Advisors LLC
50$4.8K0.0%ETFLowExeter, NH2026-10-15