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VTEL VANGUARD MUN BD FDS

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LONG TERM TAX EX (fund)

18 managers (18 13F filers) reported a position in VTEL shares at 2025-12-31, 478,232 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
9
Added
5
Reduced
0
Sold out
3
Shares held by filers
478,232

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC146,503$15.2M0.02%+103,53813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC119,687$12.4M0.01%+77,89613F-HRTimelineGroup
Janney Montgomery Scott LLC110,183$11.4M0.03%+1,81813F-HRTimeline
Ashton Thomas Private Wealth, LLC28,813$2.99M0.07%+8,97013F-HRTimeline
OLD MISSION CAPITAL LLC22,418$2.32M0.09%+9,91813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,837$1.33M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,591$1.2M<0.01%new13F-HRTimelineGroup
STONE LOFT WEALTH MANAGEMENT LLC3,790$393K0.37%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,516$364K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,323$344K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC3,000$311K0.01%new13F-HRTimeline
Sage Investment Counsel LLC3,000$311K0.34%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,118$219K<0.01%new13F-HRTimeline
True Wealth Design, LLC2,025$210K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,011$208K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,493$155K0.02%013F-HRTimelineGroup
Global Retirement Partners, LLC1,419$147K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC505$52.3K<0.01%new13F-HRTimeline