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Donalies Financial Planning’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Donalies Financial Planning’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
2026
Q2 		$551K Buy
5,439
+1,693
+45% +$171K 0.41% 50
2026
Q1 		$379K Buy
+3,746
New +$382K 0.32% 54

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Donalies Financial Planning's VTES Position: Q2 2026 in Review

Donalies Financial Planning increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 45% in Q2 2026, buying an estimated $171K and bringing the position to 5,439 shares worth $551K. The position accounts for 0.41% of the portfolio, ranked #50.

Donalies Financial Planning first reported a position in VTES in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Donalies Financial Planning held 5,439 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $551K as of Q2 2026.
  • Donalies Financial Planning bought 1,693 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.41% of Donalies Financial Planning's portfolio in Q2 2026, its #50 holding.
  • Donalies Financial Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.