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Vanguard LT Tax-Ex Bond (VTEL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wedmont Private Capital
NEW
Shares112,239
Change+112,239
Value$10.7M
Filed 2026-10-09
Tortoise Investment Management, LLC
NEW
Shares92,807
Change+92,807
Value$8.9M
Filed 2026-11-06
Able Financial Group, LLC
INCREASED
Shares75,039 from 37,917
Change+37,122 (+98%)
Value$7.2M (+$3.2M)
Filed 2026-10-14
Elevated Financial Group LLC
NEW
Shares72,986
Change+72,986
Value$7.0M
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares47,181 from 13,675
Change+33,506 (+245%)
Value$4.5M (+$3.1M)
Filed 2026-10-16
Diversified Portfolios, Inc.
INCREASED
Shares41,825 from 10,275
Change+31,550 (+307%)
Value$4.0M (+$2.9M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares28,674 from 28,740
Change-66 (0%)
Value$2.8M (-$256.1K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
NEW
Shares28,316
Change+28,316
Value$2.7M
Filed 2026-10-08
Bank of New York Mellon Corp
DECREASED
Shares13,564 from 13,779
Change-215 (-2%)
Value$1.3M (-$140.4K)
Filed 2026-11-05
MMA Asset Management LLC
INCREASED
Shares12,937 from 12,759
Change+178 (+1%)
Value$1.2M (-$93.8K)
Filed 2026-11-02
Cassilly Financial Group LLC
NEW
Shares8,895
Change+8,895
Value$854.6K
Filed 2026-10-07
High Net Worth Advisory Group LLC
NEW
Shares8,234
Change+8,234
Value$791.1K
Filed 2026-10-26
Stone Loft Wealth Management LLC
INCREASED
Shares8,199 from 8,148
Change+51 (+1%)
Value$787.7K (-$57.9K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares6,908
Change+6,908
Value$667.5K
Filed 2026-11-03
Flagship Harbor Advisors, LLC
NEW
Shares5,063
Change+5,063
Value$486.5K
Filed 2026-10-26
Old Mission Investment Co LLC
UNCHANGED
Shares4,815 from 4,815
Change0 (0%)
Value$462.6K (-$41.8K)
Filed 2026-10-22
Sowell Financial Services LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$451.6K (-$40.8K)
Filed 2026-10-23
Truist Financial Corp
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$413.1K (-$37.4K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares4,155 from 6,880
Change-2,725 (-40%)
Value$399.2K (-$321.6K)
Filed 2026-11-06
Cullen T Bankers, Inc.
NEW
Shares4,000
Change+4,000
Value$384.3K
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares3,514 from 2,127
Change+1,387 (+65%)
Value$337.7K (+$114.8K)
Filed 2026-11-02
Sage Investment Counsel LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$302.7K (-$27.4K)
Filed 2026-10-26
Financial Life Advisors
NEW
Shares2,968
Change+2,968
Value$285.2K
Filed 2026-10-14
Hanson & Doremus Investment Management
NEW
Shares2,474
Change+2,474
Value$238
Filed 2026-10-16
Blume Capital Management, Inc.
DECREASED
Shares2,000 from 9,000
Change-7,000 (-78%)
Value$192.2K (-$750.8K)
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares1,449 from 1,057
Change+392 (+37%)
Value$139.2K (+$28.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares454
Change+454
Value$43.6K
Filed 2026-10-08
Creative Financial Designs Inc
NEW
Shares179
Change+179
Value$17.2K
Filed 2026-11-04
Blueline Advisors LLC
NEW
Shares50
Change+50
Value$4.8K
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,955
Change-1,955 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-13
HighTower Advisors, LLC
N/A
Shares— from 224,805
Change-224,805 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 154,409
Change-154,409 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 109,788
Change-109,788 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,070
Change-58,070 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,909
Change-18,909 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 394
Change-394 (-100%)
Value—
Status
Wedmont Private Capital
NEW112,239—+112,239——$10.7M—2026-10-09
Tortoise Investment Management, LLC
NEW92,807—+92,807——$8.9M—2026-11-06
Able Financial Group, LLC
INCREASED75,03937,917+37,122+98%$4.0M$7.2M+$3.2M2026-10-14
Elevated Financial Group LLC
NEW72,986—+72,986——$7.0M—2026-10-16
Aspiriant, LLC
INCREASED47,18113,675+33,506+245%$1.4M$4.5M+$3.1M2026-10-16
Diversified Portfolios, Inc.
INCREASED41,82510,275+31,550+307%$1.1M$4.0M+$2.9M2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED28,67428,740-660%$3.0M$2.8M-$256.1K2026-11-03
Valeo Financial Advisors, LLC
NEW28,316—+28,316——$2.7M—2026-10-08
Bank of New York Mellon Corp
DECREASED13,56413,779-215-2%$1.4M$1.3M-$140.4K2026-11-05
MMA Asset Management LLC
INCREASED12,93712,759+178+1%$1.3M$1.2M-$93.8K2026-11-02
Cassilly Financial Group LLC
NEW8,895—+8,895——$854.6K—2026-10-07
High Net Worth Advisory Group LLC
NEW8,234—+8,234——$791.1K—2026-10-26
Stone Loft Wealth Management LLC
INCREASED8,1998,148+51+1%$845.6K$787.7K-$57.9K2026-11-03
StoneX Group Inc.
NEW6,908—+6,908——$667.5K—2026-11-03
Flagship Harbor Advisors, LLC
NEW5,063—+5,063——$486.5K—2026-10-26
Old Mission Investment Co LLC
UNCHANGED4,8154,81500%$504.5K$462.6K-$41.8K2026-10-22
Sowell Financial Services LLC
UNCHANGED4,7004,70000%$492.4K$451.6K-$40.8K2026-10-23
Truist Financial Corp
UNCHANGED4,3004,30000%$450.5K$413.1K-$37.4K2026-10-30
LPL Financial LLC
DECREASED4,1556,880-2,725-40%$720.8K$399.2K-$321.6K2026-11-06
Cullen T Bankers, Inc.
NEW4,000—+4,000——$384.3K—2026-10-28
Commonwealth Equity Services, LLC
INCREASED3,5142,127+1,387+65%$222.9K$337.7K+$114.8K2026-11-02
Sage Investment Counsel LLC
UNCHANGED3,1503,15000%$330.0K$302.7K-$27.4K2026-10-26
Financial Life Advisors
NEW2,968—+2,968——$285.2K—2026-10-14
Hanson & Doremus Investment Management
NEW2,474—+2,474——$238—2026-10-16
Blume Capital Management, Inc.
DECREASED2,0009,000-7,000-78%$942.9K$192.2K-$750.8K2026-10-26
Burk Holdings LLC
INCREASED1,4491,057+392+37%$110.7K$139.2K+$28.5K2026-11-05
Farther Finance Advisors, LLC
NEW454—+454——$43.6K—2026-10-08
Creative Financial Designs Inc
NEW179—+179——$17.2K—2026-11-04
Blueline Advisors LLC
NEW50—+50——$4.8K—2026-10-15
Signature Estate & Investment Advisors LLC
CLOSED01,955-1,955-100%$204.8K$0-$204.8K2026-10-13
HighTower Advisors, LLC
N/A—224,805-224,805-100%$23.6M———
Bank of America Corp
N/A—154,409-154,409-100%$16.2M———
Janney Montgomery Scott LLC
N/A—109,788-109,788-100%$11.5K———
Raymond James Financial Inc
N/A—58,070-58,070-100%$6.1M———
Citadel Advisors LLC
N/A—18,909-18,909-100%$2.0M———
Jane Street Group, LLC
N/A—17,738-17,738-100%$1.9M———
Savvy Advisors, Inc.
N/A—9,901-9,901-100%$1.0M———
Osaic Holdings, Inc.
N/A—9,025-9,025-100%$945.5K———
Peapack Gladstone Financial Corp
N/A—7,181-7,181-100%$752———
JPMorgan Chase & Co
N/A—6,363-6,363-100%$667.0K———
MML Investors Services, LLC
N/A—6,178-6,178-100%$647.3K———
Envestnet Asset Management Inc
N/A—6,072-6,072-100%$636.2K———
Tower Research Capital LLC (TRC)
N/A—4,423-4,423-100%$463.4K———
Gateway Wealth Partners, LLC
N/A—4,310-4,310-100%$451.6K———
Hirtle & Co., LLC
N/A—4,203-4,203-100%$440.3K———
Global Retirement Partners, LLC
N/A—3,751-3,751-100%$393.0K———
Essex Financial Services, Inc.
N/A—2,700-2,700-100%$282.9K———
Advisory Services Network, LLC
N/A—2,100-2,100-100%$220.0K———
Cetera Investment Advisers
N/A—2,088-2,088-100%$218.8K———
Harbour Investments, Inc.
N/A—2,011-2,011-100%$210.7K———
Colonial Trust Co / SC
N/A—1,161-1,161-100%$121.7K———
Fiduciary Financial Advisors
N/A—394-394-100%$41.3K———
Showing 52 of 52 institutions