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Disclosery

VTEL VANGUARD MUN BD FDS

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LONG TERM TAX EX (fund)

37 managers (37 13F filers) reported a position in VTEL shares at 2026-06-30, 814,654 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
9
Added
15
Reduced
8
Sold out
2
Shares held by filers
814,654

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC224,805$23.6M0.02%+5,85913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/154,409$16.2M<0.01%+33,63813F-HRTimelineGroup
Janney Montgomery Scott LLC109,788$11.5M0.02%+5,02613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,070$6.08M<0.01%-66213F-HRTimelineGroup
ABLE Financial Group, LLC37,917$3.97M0.67%+26,94813F-HRTimeline
Ashton Thomas Private Wealth, LLC28,740$3.01M0.06%-31113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,909$1.98M<0.01%+6,23313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,738$1.86M<0.01%-28,57113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,779$1.44M<0.01%+12213F-HRTimelineGroup
ASPIRIANT, LLC13,675$1.43M0.04%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC12,759$1.34M0.43%+79413F-HRTimeline
Diversified Portfolios, Inc.10,275$1.08M0.08%new13F-HRTimeline
Savvy Advisors, Inc.9,901$1.04M0.02%+5,05813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,025$946K<0.01%-80213F-HRTimelineGroup
Blume Capital Management, Inc.9,000$943K0.14%new13F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC8,148$846K0.48%-27613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,181$752K0.01%+1,06613F-HRTimeline
LPL Financial LLC6,880$721K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,363$667K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,178$647K<0.01%+2,10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,072$636K<0.01%+31413F-HRTimelineGroup
Old Mission Investment Co LLC4,815$504K0.1%13F-HRTimeline
Sowell Financial Services LLC4,700$492K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,423$463K0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC4,310$452K0.03%-2,31613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,300$451K<0.01%-50013F-HRTimelineGroup
Global Retirement Partners, LLC3,751$393K0.01%13F-HRTimeline
Sage Investment Counsel LLC3,150$330K0.33%+15013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,700$283K0.01%+20013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,127$223K<0.01%-913F-HRTimeline
Advisory Services Network, LLC2,100$220K<0.01%+1,45013F-HRTimeline
Cetera Investment Advisers2,088$219K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,011$211K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,955$205K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,161$122K0.02%013F-HRTimelineGroup
Burk Holdings LLC1,057$111K0.04%+56713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS394$41.3K<0.01%new13F-HRTimeline