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VTEL VANGUARD MUN BD FDS

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LONG TERM TAX EX (fund)

29 managers (29 13F filers) reported a position in VTEL shares at 2026-03-31, 703,413 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
14
Added
9
Reduced
4
Sold out
2
Shares held by filers
703,413

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC218,946$22.4M0.02%+72,44313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/120,771$12.4M<0.01%+107,93413F-HRTimelineGroup
Janney Montgomery Scott LLC104,762$10.7M0.03%-5,42113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,732$6.02M<0.01%+55,40913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,309$4.75M0.01%-73,37813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC29,051$2.98M0.07%+23813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,657$1.4M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,676$1.3M<0.01%+9,16013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC11,965$1.23M0.43%new13F-HRTimeline
ABLE Financial Group, LLC10,969$1.12M0.22%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,827$1.01M<0.01%-1,76413F-HRTimelineGroup
STONE LOFT WEALTH MANAGEMENT LLC8,424$864K0.62%+4,63413F-HRTimeline
Gateway Wealth Partners, LLC6,626$679K0.03%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,115$627K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,758$590K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.4,843$496K0.01%new13F-HRTimeline
Old Mission Investment Co LLC4,815$494K0.12%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,800$492K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC4,700$482K0.02%+1,70013F-HRTimeline
MML INVESTORS SERVICES, LLC4,076$418K<0.01%new13F-HRTimeline
HRT FINANCIAL LP3,135$321K<0.01%new13F-HRTimeline
Sage Investment Counsel LLC3,000$308K0.34%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,500$256K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,136$219K<0.01%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,011$206K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,161$119K0.02%-33213F-HRTimelineGroup
Advisory Services Network, LLC650$66.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC508$52.1K<0.01%+313F-HRTimeline
Burk Holdings LLC490$50.2K0.02%new13F-HRTimeline