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

Planning Center 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 Q1	$1.08M	Hold	10,664	–	–	0.11%	31
2025 Q4	$1.08M	Hold	10,664	–	–	0.11%	33
2025 Q3	$1.09M	Hold	10,664	–	–	0.11%	32
2025 Q2	$1.08M	Sell	10,664 -155	-1%	-$15.5K	0.12%	30
2025 Q1	$1.09M	Hold	10,819	–	–	0.13%	29
2024 Q4	$1.08M	Sell	10,819 -308	-3%	-$31K	0.14%	29
2024 Q3	$1.13M	Hold	11,127	–	–	0.14%	29
2024 Q2	$1.11M	Hold	11,127	–	–	0.15%	29
2024 Q1	$1.12M	Sell	11,127 -20,875	-65%	-$2.11M	0.24%	26
2023 Q4	$3.25M	Buy	+32,002	New	+$3.19M	0.75%	17

Other funds holding VTES

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Planning Center Inc's VTES Position: Q1 2026 in Review

Planning Center Inc held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 10,664 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #31.

Planning Center Inc first reported a position in VTES in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2023. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Planning Center Inc held 10,664 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.08M as of Q1 2026.
Planning Center Inc left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.11% of Planning Center Inc's portfolio in Q1 2026, its #31 holding.
Planning Center Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 10 quarters since.
Planning Center Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.25M in Q4 2023.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.