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

PDS 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 		$243K Buy
2,400
+16
+0.7% +$1.62K 0.01% 504
2026
Q1 		$241K Buy
2,384
+10
+0.4% +$1.02K 0.02% 454
2025
Q4 		$241K Buy
2,374
+145
+7% +$14.7K 0.02% 447
2025
Q3 		$227K Buy
2,229
+194
+10% +$19.7K 0.02% 459
2025
Q2 		$205K Buy
+2,035
New +$204K 0.02% 476

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

PDS Planning's VTES Position: Q2 2026 in Review

PDS Planning increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.67% in Q2 2026, buying an estimated $1.62K and bringing the position to 2,400 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #504.

PDS Planning first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • PDS Planning held 2,400 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $243K as of Q2 2026.
  • PDS Planning bought 16 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.62K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #504 holding.
  • PDS Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.