SLWM
VTEL

Stone Loft Wealth Management’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Stone Loft Wealth Management’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 		$846K Sell
8,148
-276
-3% -$28.6K 0.48% 20
2026
Q1 		$864K Buy
8,424
+4,634
+122% +$481K 0.62% 19
2025
Q4 		$393K Buy
+3,790
New +$393K 0.37% 18

Other funds holding VTEL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 40.91% 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

Stone Loft Wealth Management's VTEL Position: Q2 2026 in Review

Stone Loft Wealth Management reduced its Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) stake by 3.3% in Q2 2026, selling an estimated $28.6K and leaving 8,148 shares worth $846K. The position accounts for 0.48% of the portfolio, ranked #20.

Stone Loft Wealth Management first reported a position in VTEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $864K in Q1 2026. 37 funds tracked by Wall St. Rank hold VTEL as of Q2 2026.

  • Stone Loft Wealth Management held 8,148 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $846K as of Q2 2026.
  • Stone Loft Wealth Management sold 276 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $28.6K.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.48% of Stone Loft Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Stone Loft Wealth Management first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Stone Loft Wealth Management's Vanguard Long-Term Tax-Exempt Bond ETF position peaked at $864K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.