VTEL Institutional Ownership & Shareholders
VANGUARD LT TAX-EX BOND (VTEL) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $101.93M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 $15.55M, representing an estimated loss of -3.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed VTEL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Janney Montgomery Scott Llc, Wedmont Private Capital, 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
49
Total Reported Value
$101.93M
Largest Holder
Bank Of America Corp
Largest Position
$16.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 154,409 | $16,177,432 | $15,545,898 | -$631,534 | -3.90% | |
| Janney Montgomery Scott Llc | 0.02% | 109,788 | $11,503,000 | $11,053,456 | -$449,544 | -3.91% | |
| Wedmont Private Capital | 0.26% | 112,239 | $10,705,394 | $11,300,223 | +$594,829 | +5.56% | |
| Tortoise Investment Management, Llc | 0.67% | 92,807 | $8,916,897 | $9,343,809 | +$426,912 | +4.79% | |
| Able Financial Group, Llc | 1.13% | 75,039 | $7,209,747 | $7,554,927 | +$345,180 | +4.79% | |
| Elevated Financial Group Llc | 1.96% | 72,986 | $7,012,495 | $7,348,230 | +$335,735 | +4.79% | |
| Raymond James Financial Inc | 0.00% | 58,070 | $6,083,994 | $5,846,488 | -$237,506 | -3.90% | |
| Aspiriant, Llc | 0.11% | 47,181 | $4,533,150 | $4,750,183 | +$217,033 | +4.79% | |
| Diversified Portfolios, Inc. | 0.28% | 41,825 | $4,018,546 | $4,210,941 | +$192,395 | +4.79% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 28,674 | $2,754,998 | $2,886,898 | +$131,900 | +4.79% | |
| Valeo Financial Advisors, Llc | 0.06% | 28,316 | $2,720,564 | $2,850,855 | +$130,291 | +4.79% | |
| Citadel Advisors Llc | 0.00% | 18,909 | $1,981,096 | $1,903,758 | -$77,338 | -3.90% | |
| Jane Street Group, Llc | 0.00% | 17,738 | $1,858,410 | $1,785,862 | -$72,548 | -3.90% | |
| Bank Of New York Mellon Corp | 0.00% | 13,564 | $1,303,229 | $1,365,624 | +$62,395 | +4.79% | |
| Mma Asset Management Llc | 0.39% | 12,937 | $1,242,987 | $1,302,497 | +$59,510 | +4.79% | |
| Savvy Advisors, Inc. | 0.02% | 9,901 | $1,037,328 | $996,833 | -$40,495 | -3.90% | |
| Osaic Holdings, Inc. | 0.00% | 9,025 | $945,549 | $908,637 | -$36,912 | -3.90% | |
| Cassilly Financial Group Llc | 0.57% | 8,895 | $854,632 | $895,549 | +$40,917 | +4.79% | |
| High Net Worth Advisory Group Llc | 0.17% | 8,234 | $791,123 | $828,999 | +$37,876 | +4.79% | |
| Stone Loft Wealth Management Llc | 0.41% | 8,199 | $787,722 | $825,475 | +$37,753 | +4.79% | |
| Peapack Gladstone Financial Corp | 0.01% | 7,181 | $752,000 | $722,983 | -$29,017 | -3.86% | |
| Stonex Group Inc. | 0.02% | 6,908 | $667,503 | $695,497 | +$27,994 | +4.19% | |
| Jpmorgan Chase & Co | 0.00% | 6,363 | $666,970 | $640,627 | -$26,343 | -3.95% | |
| Mml Investors Services, Llc | 0.00% | 6,178 | $647,309 | $622,001 | -$25,308 | -3.91% | |
| Envestnet Asset Management Inc | 0.00% | 6,072 | $636,204 | $611,329 | -$24,875 | -3.91% | |
| Flagship Harbor Advisors, Llc | 0.02% | 5,063 | $486,453 | $509,743 | +$23,290 | +4.79% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,423 | $463,398 | $445,308 | -$18,090 | -3.90% | |
| Sowell Financial Services Llc | 0.01% | 4,700 | $451,576 | $473,196 | +$21,620 | +4.79% | |
| Gateway Wealth Partners, Llc | 0.03% | 4,310 | $451,556 | $433,931 | -$17,625 | -3.90% | |
| Hirtle & Co., Llc | 0.01% | 4,203 | $440,348 | $423,158 | -$17,190 | -3.90% | |
| Truist Financial Corp | 0.00% | 4,300 | $413,144 | $432,924 | +$19,780 | +4.79% | |
| Lpl Financial Llc | 0.00% | 4,155 | $399,212 | $418,325 | +$19,113 | +4.79% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 4,000 | $384,320 | $402,720 | +$18,400 | +4.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,514 | $337,670 | $353,790 | +$16,120 | +4.77% | |
| Sage Investment Counsel Llc | 0.30% | 3,150 | $302,652 | $317,142 | +$14,490 | +4.79% | |
| Financial Life Advisors | 0.08% | 2,968 | $285,209 | $298,818 | +$13,609 | +4.77% | |
| Essex Financial Services, Inc. | 0.01% | 2,700 | $282,879 | $271,836 | -$11,043 | -3.90% | |
| Impact Partnership Wealth, Llc | 0.02% | 2,400 | $230,592 | $241,632 | +$11,040 | +4.79% | |
| Advisory Services Network, Llc | 0.00% | 2,100 | $220,017 | $211,428 | -$8,589 | -3.90% | |
| Cetera Investment Advisers | 0.00% | 2,088 | $218,760 | $210,220 | -$8,540 | -3.90% | |
| Harbour Investments, Inc. | 0.00% | 2,011 | $193,217 | $202,467 | +$9,250 | +4.79% | |
| Blume Capital Management, Inc. | 0.03% | 2,000 | $192,160 | $201,360 | +$9,200 | +4.79% | |
| Burk Holdings Llc | 0.05% | 1,449 | $139,220 | $145,885 | +$6,665 | +4.79% | |
| Colonial Trust Co / Sc | 0.02% | 1,161 | $121,696 | $116,889 | -$4,807 | -3.95% | |
| Farther Finance Advisors, Llc | 0.00% | 454 | $43,620 | $45,709 | +$2,089 | +4.79% | |
| Action Point Financial Planning, Llc | 0.00% | 394 | $41,279 | $39,668 | -$1,611 | -3.90% | |
| Creative Financial Designs Inc | 0.00% | 179 | $17,198 | $18,022 | +$824 | +4.79% | |
| Blueline Advisors Llc | 0.00% | 50 | $4,804 | $5,034 | +$230 | +4.79% | |
| Hanson & Doremus Investment Management | 0.02% | 2,474 | $238 | $249,082 | +$248,844 | +104556.44% |
Frequently asked questions about VTEL
Who are the largest institutional holders of VTEL?
The largest institutional holders of VTEL reported in the latest SEC Form 13F filings include Bank Of America Corp, Janney Montgomery Scott Llc, Wedmont Private Capital, Tortoise Investment Management, Llc, and Able Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported VTEL position.
What is VTEL institutional ownership?
This page tracks VTEL positions reported by institutional investment managers through SEC Form 13F. VANGUARD LT TAX-EX BOND (VTEL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTEL?
InsiderSet currently tracks 49 institutional managers reporting VTEL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTEL shareholders.
How much VTEL stock do institutions own?
Institutional investment managers disclosed approximately $101.93M in VTEL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTEL institutional ownership last updated?
The latest VTEL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTEL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTEL position after the reporting date.
Are institutions buying or selling VTEL?
Institutional buying and selling can be analyzed by comparing VTEL positions across consecutive 13F reporting periods. InsiderSet's VTEL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTEL ownership changes.
How has VTEL institutional ownership changed over time?
InsiderSet tracks VTEL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.