ABLE Financial Group
VTEL icon

ABLE Financial Group’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

ABLE Financial Group’s Portfolio VTEL Stock Details VTEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.21M Buy
75,039
+37,122
+98% +$3.76M 1.13% 24
2026
Q2 		$3.97M Buy
37,917
+26,948
+246% +$2.79M 0.67% 38
2026
Q1 		$1.12M Buy
+10,969
New +$1.14M 0.22% 83

Other funds holding VTEL

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

ABLE Financial Group's VTEL Position: Q3 2026 in Review

ABLE Financial Group increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 98% in Q3 2026, buying an estimated $3.76M and bringing the position to 75,039 shares worth $7.21M. The position accounts for 1.13% of the portfolio, ranked #24.

ABLE Financial Group first reported a position in VTEL in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold VTEL as of Q3 2026.

  • ABLE Financial Group held 75,039 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $7.21M as of Q3 2026.
  • ABLE Financial Group bought 37,122 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $3.76M.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 1.13% of ABLE Financial Group's portfolio in Q3 2026, its #24 holding.
  • ABLE Financial Group first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.