DPI
VTEL

Diversified Portfolios Inc’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Diversified Portfolios Inc’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 		$1.08M Buy
+10,275
New +$1.06M 0.08% 102

Other funds holding VTEL

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Diversified Portfolios Inc's VTEL Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q2 2026: 10,275 shares worth $1.08M. The stake represents 0.08% of the portfolio and ranks #102 among its holdings.

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

  • Diversified Portfolios Inc held 10,275 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $1.08M as of Q2 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF was a new Diversified Portfolios Inc position in Q2 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.08% of Diversified Portfolios Inc's portfolio in Q2 2026, its #102 holding.
  • 15 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.