SIC
VTEL

Sage Investment Counsel’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Sage Investment Counsel’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 		$330K Buy
3,150
+150
+5% +$15.5K 0.33% 74
2026
Q1 		$308K Hold
3,000
– – 0.34% 82
2025
Q4 		$311K Hold
3,000
– – 0.34% 84
2025
Q3 		$309K Buy
+3,000
New +$300K 0.34% 84

Other funds holding VTEL

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Sage Investment Counsel's VTEL Position: Q2 2026 in Review

Sage Investment Counsel increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 5% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,150 shares worth $330K. The position accounts for 0.33% of the portfolio, ranked #74.

Sage Investment Counsel first reported a position in VTEL in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold VTEL as of Q2 2026.

  • Sage Investment Counsel held 3,150 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $330K as of Q2 2026.
  • Sage Investment Counsel bought 150 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $15.5K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.33% of Sage Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Sage Investment Counsel first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.