SFS
VTEL

Sowell Financial Services’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Sowell Financial Services’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 		$492K Hold
4,700
– – 0.02% 654
2026
Q1 		$482K Buy
4,700
+1,700
+57% +$177K 0.02% 643
2025
Q4 		$311K Buy
+3,000
New +$311K 0.01% 820

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Sowell Financial Services's VTEL Position: Q2 2026 in Review

Sowell Financial Services held its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) position steady in Q2 2026 at 4,700 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #654.

Sowell Financial Services first reported a position in VTEL in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold VTEL as of Q2 2026.

  • Sowell Financial Services held 4,700 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $492K as of Q2 2026.
  • Sowell Financial Services left its Vanguard Long-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #654 holding.
  • Sowell Financial Services first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.