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

Planning Strategies’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	$55.5K	Buy	+548	New	+$55.4K	0.03%	149

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Planning Strategies's VTES Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 548 shares worth $55.5K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

288 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Planning Strategies held 548 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $55.5K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Planning Strategies position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #149 holding.
288 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.