VTEL Institutional Ownership
Vanguard Municipal Bond Funds - Vanguard Long-Term Tax-Exempt Bond ETF
1W: -0.4%
1M: -4.1%
YTD: -5.3%
$95.88
-0.51 (-0.53%)
Weekly Expected Move ±1.2%
$94
$95
$96
$97
$98
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VTEL
40
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
74M
Total Invested
10
New Positions
15
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 224,805 | 22M | +5,859 | +2.7% | 4Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 154,409 | 15M | +33,638 | +27.9% | 3Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 109,788 | 11M | +5,026 | +4.8% | 4Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 58,070 | 6M | -662 | -1.1% | 3Q | SEC ↗ |
| 5 | ABLE Financial Group, LLC | 37,917 | 4M | +26,948 | +245.7% | 2Q | SEC ↗ |
| 6 | Ashton Thomas Private Wealth, LLC | 28,740 | 3M | -311 | -1.1% | 4Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 18,909 | 2M | +6,233 | +49.2% | 3Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 17,738 | 2M | -28,571 | -61.7% | 5Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 13,779 | 1M | +122 | +0.9% | 2Q | SEC ↗ |
| 10 | ASPIRIANT, LLC NEW | 13,675 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | MMA ASSET MANAGEMENT LLC | 12,759 | 1M | +794 | +6.6% | 2Q | SEC ↗ |
| 12 | Diversified Portfolios, Inc. NEW | 10,275 | 985K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Savvy Advisors, Inc. | 9,901 | 949K | +5,058 | +104.4% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 9,025 | 865K | -802 | -8.2% | 3Q | SEC ↗ |
| 15 | Blume Capital Management, Inc. NEW | 9,000 | 863K | — | +0.0% | 1Q | SEC ↗ |
| 16 | STONE LOFT WEALTH MANAGEMENT LLC | 8,148 | 781K | -276 | -3.3% | 3Q | SEC ↗ |
| 17 | PEAPACK GLADSTONE FINANCIAL CORP | 7,181 | 689K | +1,066 | +17.4% | 2Q | SEC ↗ |
| 18 | LPL Financial LLC NEW | 6,880 | 660K | — | +0.0% | 1Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO NEW | 6,363 | 610K | — | +0.0% | 1Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 6,178 | 592K | +2,102 | +51.6% | 2Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 6,072 | 582K | +314 | +5.5% | 2Q | SEC ↗ |
| 22 | Old Mission Investment Co LLC | 4,815 | 462K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Sowell Financial Services LLC | 4,700 | 451K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) NEW | 4,423 | 424K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Gateway Wealth Partners, LLC | 4,310 | 413K | -2,316 | -35.0% | 2Q | SEC ↗ |
| 26 | TRUIST FINANCIAL CORP | 4,300 | 412K | -500 | -10.4% | 2Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 3,751 | 360K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sage Investment Counsel LLC | 3,150 | 302K | +150 | +5.0% | 4Q | SEC ↗ |
| 29 | Essex Financial Services, Inc. | 2,700 | 259K | +200 | +8.0% | 2Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 2,127 | 204K | -9 | -0.4% | 3Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 2,100 | 201K | +1,450 | +223.1% | 2Q | SEC ↗ |
| 32 | Cetera Investment Advisers NEW | 2,088 | 200K | — | +0.0% | 1Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 2,011 | 193K | — | +0.0% | 4Q | SEC ↗ |
| 34 | SIGNATURE ESTATE & INVESTMENT ADVISORS NEW | 1,955 | 187K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Colonial Trust Co / SC | 1,161 | 111K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Burk Holdings LLC | 1,057 | 101K | +567 | +115.7% | 2Q | SEC ↗ |
| 37 | FIDUCIARY FINANCIAL ADVISORS NEW | 394 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 38 | HRT FINANCIAL LP | 0 | 0K | -3,135 | -100.0% | 1Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 0 | 0K | -508 | -100.0% | 2Q | SEC ↗ |
| 40 | True Wealth Design, LLC | 0 | 0K | -2,025 | -100.0% | 1Q | SEC ↗ |
| 41 | OLD MISSION CAPITAL LLC | 0 | 0K | -22,418 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| ASPIRIANT, LLC | 13,675 | 1M |
| Diversified Portfolios, Inc. | 10,275 | 985K |
| Blume Capital Management, Inc. | 9,000 | 863K |
| LPL Financial LLC | 6,880 | 660K |
| JPMORGAN CHASE & CO | 6,363 | 610K |
| Tower Research Capital LLC (TRC) | 4,423 | 424K |
| Global Retirement Partners, LLC | 3,751 | 360K |
| Cetera Investment Advisers | 2,088 | 200K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 1,955 | 187K |
| FIDUCIARY FINANCIAL ADVISORS | 394 | 38K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 22,418 | 2M |
| HRT FINANCIAL LP | 3,135 | 301K |
| True Wealth Design, LLC | 2,025 | 194K |
| Farther Finance Advisors, LLC | 508 | 49K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +33,638 | +27.9% | 154,409 |
| ABLE Financial Group, LLC | +26,948 | +245.7% | 37,917 |
| CITADEL ADVISORS LLC | +6,233 | +49.2% | 18,909 |
| HighTower Advisors, LLC | +5,859 | +2.7% | 224,805 |
| Savvy Advisors, Inc. | +5,058 | +104.4% | 9,901 |
| Janney Montgomery Scott LLC | +5,026 | +4.8% | 109,788 |
| MML INVESTORS SERVICES, LLC | +2,102 | +51.6% | 6,178 |
| Advisory Services Network, LLC | +1,450 | +223.1% | 2,100 |
| PEAPACK GLADSTONE FINANCIAL CORP | +1,066 | +17.4% | 7,181 |
| MMA ASSET MANAGEMENT LLC | +794 | +6.6% | 12,759 |
| Burk Holdings LLC | +567 | +115.7% | 1,057 |
| ENVESTNET ASSET MANAGEMENT INC | +314 | +5.5% | 6,072 |
| Essex Financial Services, Inc. | +200 | +8.0% | 2,700 |
| Sage Investment Counsel LLC | +150 | +5.0% | 3,150 |
| Bank of New York Mellon Corp | +122 | +0.9% | 13,779 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -28,571 | -61.7% | 17,738 |
| Gateway Wealth Partners, LLC | -2,316 | -35.0% | 4,310 |
| OSAIC HOLDINGS, INC. | -802 | -8.2% | 9,025 |
| RAYMOND JAMES FINANCIAL INC | -662 | -1.1% | 58,070 |
| TRUIST FINANCIAL CORP | -500 | -10.4% | 4,300 |
| Ashton Thomas Private Wealth, LLC | -311 | -1.1% | 28,740 |
| STONE LOFT WEALTH MANAGEMENT LLC | -276 | -3.3% | 8,148 |
| COMMONWEALTH EQUITY SERVICES, LLC | -9 | -0.4% | 2,127 |