BH
VTEL

Burk Holdings’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Burk Holdings’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 		$111K Buy
1,057
+567
+116% +$58.8K 0.04% 105
2026
Q1 		$50.2K Buy
+490
New +$50.9K 0.02% 150

Other funds holding VTEL

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Burk Holdings's VTEL Position: Q2 2026 in Review

Burk Holdings increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 116% in Q2 2026, buying an estimated $58.8K and bringing the position to 1,057 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #105.

Burk Holdings first reported a position in VTEL in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold VTEL as of Q2 2026.

  • Burk Holdings held 1,057 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $111K as of Q2 2026.
  • Burk Holdings bought 567 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $58.8K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.04% of Burk Holdings's portfolio in Q2 2026, its #105 holding.
  • Burk Holdings first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.