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

Elevated 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	$7.01M	Buy	+72,986	New	+$7.39M	1.96%	12

Other funds holding VTEL

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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 Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

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

Elevated Financial Group opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q3 2026: 72,986 shares worth $7.01M. The stake represents 1.96% of the portfolio and ranks #12 among its holdings.

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

Elevated Financial Group held 72,986 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $7.01M as of Q3 2026.
Vanguard Long-Term Tax-Exempt Bond ETF was a new Elevated Financial Group position in Q3 2026.
Vanguard Long-Term Tax-Exempt Bond ETF made up 1.96% of Elevated Financial Group's portfolio in Q3 2026, its #12 holding.
10 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.