CFG
VTEL

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

Cassilly 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 		$855K Buy
+8,895
New +$900K 0.57% 36

Other funds holding VTEL

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cassilly Financial Group opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q3 2026: 8,895 shares worth $855K. The stake represents 0.57% of the portfolio and ranks #36 among its holdings.

3 funds tracked by Wall St. Rank hold VTEL as of Q3 2026.

  • Cassilly Financial Group held 8,895 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $855K as of Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF was a new Cassilly Financial Group position in Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.57% of Cassilly Financial Group's portfolio in Q3 2026, its #36 holding.
  • 3 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.