High Net Worth Advisory Group
VTEL icon

High Net Worth Advisory Group’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

High Net Worth Advisory 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 		$791K Buy
+8,234
New +$833K 0.17% 121

Other funds holding VTEL

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Cassilly Financial Group
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Old Mission Investment Co
Old Mission Investment Co Traverse City, Michigan $487M AUM 19.59% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Sage Investment Counsel
Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return

High Net Worth Advisory Group's VTEL Position: Q3 2026 in Review

High Net Worth Advisory Group opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q3 2026: 8,234 shares worth $791K. The stake represents 0.17% of the portfolio and ranks #121 among its holdings.

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

  • High Net Worth Advisory Group held 8,234 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $791K as of Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF was a new High Net Worth Advisory Group position in Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.17% of High Net Worth Advisory Group's portfolio in Q3 2026, its #121 holding.
  • 16 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.