VFA
VTEL

Valeo Financial Advisors’s Vanguard Long-Term Tax-Exempt Bond ETF VTEL Stock Holding History

Valeo Financial Advisors’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
Q3 		$2.72M Buy
+28,316
New +$2.87M 0.06% 145

Other funds holding VTEL

CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's VTEL Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Vanguard Long-Term Tax-Exempt Bond ETF (VTEL) in Q3 2026: 28,316 shares worth $2.72M. The stake represents 0.06% of the portfolio and ranks #145 among its holdings.

3 funds tracked by Wall St. Rank hold VTEL as of Q3 2026.

  • Valeo Financial Advisors held 28,316 shares of Vanguard Long-Term Tax-Exempt Bond ETF worth $2.72M as of Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF was a new Valeo Financial Advisors position in Q3 2026.
  • Vanguard Long-Term Tax-Exempt Bond ETF made up 0.06% of Valeo Financial Advisors's portfolio in Q3 2026, its #145 holding.
  • 3 funds tracked by Wall St. Rank held Vanguard Long-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.