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 Q1	$256K	Buy	+2,500	New	+$260K	0.01%	662

Other funds holding VTEL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAM

MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

Essex Financial Services's VTEL Position: Q1 2026 in Review

Essex Financial Services opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q1 2026: 2,500 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

28 funds tracked by Wall St. Rank hold VTEL as of Q1 2026.

Essex Financial Services held 2,500 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $256K as of Q1 2026.
Vanguard Long-Term Tax-Exempt Bond ETF was a new Essex Financial Services position in Q1 2026.
Vanguard Long-Term Tax-Exempt Bond ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #662 holding.
28 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.