Simplex Trading

Simplex Trading’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Simplex Trading’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	$157K	Sell	3,100 -111,300	-97%	-$11.5M	﹤0.01%	5021
2026 Q1	$5.71M	Buy	114,400 +105,600	+1,200%	+$11M	﹤0.01%	1022
2025 Q4	$443K	Buy	8,800 +7,600	+633%	+$789K	﹤0.01%	3417
2025 Q3	$60K	Sell	1,200 -6,800	-85%	-$681K	﹤0.01%	6279
2025 Q2	$392K	Buy	+8,000	New	+$798K	﹤0.01%	3773

Other funds holding VTEL

HighTower Advisors

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return