True Wealth Design’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

True Wealth Design’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	–	Sell	-2,025	Closed	-$210K	–	2836
2025 Q4	$210K	Buy	+2,025	New	+$210K	0.06%	76

Other funds holding VTEL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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

True Wealth Design's VTEL Position: Q1 2026 in Review

True Wealth Design sold out of Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q1 2026, closing a stake of 2,025 shares — an estimated $210K sold.

True Wealth Design first reported a position in VTEL in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 28 funds tracked by Wall St. Rank hold VTEL as of Q1 2026.

True Wealth Design reported no remaining Vanguard Long-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 2,025 Vanguard Long-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $210K.
True Wealth Design first reported a position in Vanguard Long-Term Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
True Wealth Design's Vanguard Long-Term Tax-Exempt Bond ETF position peaked at $210K in Q4 2025.
28 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.