Life Planning Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Life Planning Partners’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	$203K	Hold	2,000	–	–	0.15%	71
2026 Q1	$202K	Hold	2,000	–	–	0.15%	67
2025 Q4	$203K	Sell	2,000 -603	-23%	-$61.2K	0.16%	65
2025 Q3	$265K	Buy	+2,603	New	+$264K	0.19%	62
2024 Q1	–	Sell	-3,818	Closed	-$387K	–	246
2023 Q4	$387K	Buy	+3,818	New	+$381K	0.38%	45

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Life Planning Partners's VTES Position: Q2 2026 in Review

Life Planning Partners held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 2,000 shares worth $203K. The position accounts for 0.15% of the portfolio, ranked #71.

Life Planning Partners first reported a position in VTES in Q4 2023 and has held it in 5 quarters since. The position peaked at $387K in Q4 2023. 163 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Life Planning Partners held 2,000 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $203K as of Q2 2026.
Life Planning Partners left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.15% of Life Planning Partners's portfolio in Q2 2026, its #71 holding.
Life Planning Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 5 quarters since.
Life Planning Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $387K in Q4 2023.
163 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.