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 Q2	$1.03M	Sell	10,169 -495	-5%	-$50.1K	0.1%	36
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Center Inc's VTES Position: Q2 2026 in Review

Planning Center Inc reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.6% in Q2 2026, selling an estimated $50.1K and leaving 10,169 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #36.

Planning Center Inc first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q4 2023. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Planning Center Inc held 10,169 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.03M as of Q2 2026.
Planning Center Inc sold 495 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.1% of Planning Center Inc's portfolio in Q2 2026, its #36 holding.
Planning Center Inc first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Planning Center Inc's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $3.25M in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.