MMA Asset Management
VTEL icon

MMA Asset Management’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

MMA Asset Management’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 		$1.24M Buy
12,937
+178
+1% +$18K 0.39% 52
2026
Q2 		$1.34M Buy
12,759
+794
+7% +$82.3K 0.43% 49
2026
Q1 		$1.23M Buy
+11,965
New +$1.24M 0.43% 51

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Tortoise Investment Management
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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
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MMA Asset Management's VTEL Position: Q3 2026 in Review

MMA Asset Management increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 1.4% in Q3 2026, buying an estimated $18K and bringing the position to 12,937 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #52.

MMA Asset Management first reported a position in VTEL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.34M in Q2 2026. 35 funds tracked by Wall St. Rank hold VTEL as of Q3 2026.

  • MMA Asset Management held 12,937 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $1.24M as of Q3 2026.
  • MMA Asset Management bought 178 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $18K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.39% of MMA Asset Management's portfolio in Q3 2026, its #52 holding.
  • MMA Asset Management first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • MMA Asset Management's Vanguard Long-Term Tax-Exempt Bond ETF position peaked at $1.34M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on MMA Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.