EFS
VTEL

Essex Financial Services’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Essex Financial Services’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 		$283K Buy
2,700
+200
+8% +$20.7K 0.01% 672
2026
Q1 		$256K Buy
+2,500
New +$260K 0.01% 662

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

Essex Financial Services's VTEL Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 8% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,700 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #672.

Essex Financial Services 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.

  • Essex Financial Services held 2,700 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $283K as of Q2 2026.
  • Essex Financial Services bought 200 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $20.7K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #672 holding.
  • Essex Financial Services 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 Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.