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Asset Planning Corporation’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Asset Planning Corporation’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$525K Buy
5,154
+3,021
+142% +$307K 0.25% 29
2025
Q2 		$215K Buy
+2,133
New +$214K 0.11% 42

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Asset Planning Corporation's VTES Position: Q3 2025 in Review

Asset Planning Corporation increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 142% in Q3 2025, buying an estimated $307K and bringing the position to 5,154 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #29.

Asset Planning Corporation first reported a position in VTES in Q2 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold VTES as of Q3 2025.

  • Asset Planning Corporation held 5,154 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $525K as of Q3 2025.
  • Asset Planning Corporation bought 3,021 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $307K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.25% of Asset Planning Corporation's portfolio in Q3 2025, its #29 holding.
  • Asset Planning Corporation first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.