Savvy Advisors Inc
VTEL icon

Savvy Advisors Inc’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Savvy Advisors Inc’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 		$1.08M Buy
11,290
+1,389
+14% +$141K 0.02% 603
2026
Q2 		$1.04M Buy
9,901
+5,058
+104% +$524K 0.02% 518
2026
Q1 		$496K Buy
+4,843
New +$503K 0.01% 672

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Janney Montgomery Scott
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Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Savvy Advisors Inc's VTEL Position: Q3 2026 in Review

Savvy Advisors Inc increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 14% in Q3 2026, buying an estimated $141K and bringing the position to 11,290 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #603.

Savvy Advisors Inc first reported a position in VTEL in Q1 2026 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold VTEL as of Q3 2026.

  • Savvy Advisors Inc held 11,290 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $1.08M as of Q3 2026.
  • Savvy Advisors Inc bought 1,389 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $141K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q3 2026, its #603 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.