Action Point Financial Planning’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Action Point Financial Planning’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 Q2	$41.3K	Buy	+394	New	+$40.8K	﹤0.01%	887

Other funds holding VTEL

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Action Point Financial Planning's VTEL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q2 2026: 394 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings.

37 funds tracked by Wall St. Rank hold VTEL as of Q2 2026.

Action Point Financial Planning held 394 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $41.3K as of Q2 2026.
Vanguard Long-Term Tax-Exempt Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Long-Term Tax-Exempt Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #887 holding.
37 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.