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
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 $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

Sowell Financial Services's VTEL Position: Q1 2026 in Review

Sowell Financial Services increased its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 57% in Q1 2026, buying an estimated $177K and bringing the position to 4,700 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #643.

Sowell Financial Services first reported a position in VTEL in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold VTEL as of Q1 2026.

  • Sowell Financial Services held 4,700 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $482K as of Q1 2026.
  • Sowell Financial Services bought 1,700 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $177K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #643 holding.
  • Sowell Financial Services first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.