VANGUARD LT TAX-EX BOND (VTEL) Institutional Shareholders

VANGUARD LT TAX-EX BOND (VTEL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $61.33M in VTEL holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of VTEL tracked by InsiderSet, reporting ownership valued at approximately $16.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.20M, representing an estimated loss of -6.03% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed VTEL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Janney Montgomery Scott Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VANGUARD LT TAX-EX BOND (VTEL).

This page ranks the largest institutional VTEL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

35

Total Reported Value

$61.33M

Largest Holder

Bank Of America Corp

Largest Position

$16.18M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.00%154,409$16,177,432$15,201,566-$975,866-6.03%
Janney Montgomery Scott Llc0.02%109,788$11,503,000$10,808,629-$694,371-6.04%
Raymond James Financial Inc0.00%58,070$6,083,994$5,716,992-$367,003-6.03%
Able Financial Group, Llc0.67%37,917$3,972,564$3,732,929-$239,635-6.03%
Ashton Thomas Private Wealth, Llc0.06%28,740$3,011,090$2,829,453-$181,637-6.03%
Citadel Advisors Llc0.00%18,909$1,981,096$1,861,591-$119,505-6.03%
Jane Street Group, Llc0.00%17,738$1,858,410$1,746,306-$112,104-6.03%
Bank Of New York Mellon Corp0.00%13,779$1,443,626$1,356,543-$87,083-6.03%
Aspiriant, Llc0.04%13,675$1,432,730$1,346,304-$86,426-6.03%
Mma Asset Management Llc0.43%12,759$1,336,760$1,256,124-$80,636-6.03%
Diversified Portfolios, Inc.0.08%10,275$1,076,512$1,011,574-$64,938-6.03%
Savvy Advisors, Inc.0.02%9,901$1,037,328$974,753-$62,575-6.03%
Osaic Holdings, Inc.0.00%9,025$945,549$888,511-$57,038-6.03%
Blume Capital Management, Inc.0.14%9,000$942,930$886,050-$56,880-6.03%
Stone Loft Wealth Management Llc0.48%8,148$845,585$802,171-$43,414-5.13%
Peapack Gladstone Financial Corp0.01%7,181$752,000$706,969-$45,031-5.99%
Lpl Financial Llc0.00%6,880$720,818$677,336-$43,482-6.03%
Jpmorgan Chase & Co0.00%6,363$666,970$626,437-$40,533-6.08%
Mml Investors Services, Llc0.00%6,178$647,309$608,224-$39,085-6.04%
Envestnet Asset Management Inc0.00%6,072$636,204$597,788-$38,416-6.04%
Sowell Financial Services Llc0.02%4,700$492,419$462,715-$29,704-6.03%
Tower Research Capital Llc (Trc)0.01%4,423$463,398$435,444-$27,954-6.03%
Gateway Wealth Partners, Llc0.03%4,310$451,556$424,320-$27,237-6.03%
Truist Financial Corp0.00%4,300$450,511$423,335-$27,176-6.03%
Hirtle & Co., Llc0.01%4,203$440,348$413,785-$26,563-6.03%
Sage Investment Counsel Llc0.33%3,150$330,026$310,118-$19,909-6.03%
Essex Financial Services, Inc.0.01%2,700$282,879$265,815-$17,064-6.03%
Commonwealth Equity Services, Llc0.00%2,127$222,870$209,403-$13,467-6.04%
Advisory Services Network, Llc0.00%2,100$220,017$206,745-$13,272-6.03%
Cetera Investment Advisers0.00%2,088$218,760$205,564-$13,196-6.03%
Harbour Investments, Inc.0.00%2,011$210,692$197,983-$12,709-6.03%
Signature Estate & Investment Advisors Llc0.00%1,955$204,820$192,470-$12,350-6.03%
Colonial Trust Co / Sc0.02%1,161$121,696$114,300-$7,396-6.08%
Burk Holdings Llc0.04%1,057$110,742$104,062-$6,680-6.03%
Action Point Financial Planning, Llc0.00%394$41,279$38,789-$2,490-6.03%
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Frequently asked questions about VTEL

  • Who owns the most VTEL stock?

    The largest holders of VTEL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD LT TAX-EX BOND (VTEL).

  • Is VTEL widely held by superinvestors?

    Many widely followed stocks like VTEL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTEL is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.