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Financial Plan Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Financial Plan Inc’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 		$383K Buy
3,778
+995
+36% +$101K 0.04% 73
2026
Q1 		$281K Buy
2,783
+508
+22% +$51.8K 0.03% 81
2025
Q4 		$231K Buy
+2,275
New +$231K 0.03% 82

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

Financial Plan Inc's VTES Position: Q2 2026 in Review

Financial Plan Inc increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 36% in Q2 2026, buying an estimated $101K and bringing the position to 3,778 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #73.

Financial Plan Inc first reported a position in VTES in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Financial Plan Inc held 3,778 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $383K as of Q2 2026.
  • Financial Plan Inc bought 995 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #73 holding.
  • Financial Plan Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.