Quantum Financial Planning Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Quantum Financial Planning Services’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 Q3	$501K	Hold	5,079	–	–	0.14%	26
2026 Q2	$515K	Hold	5,079	–	–	0.16%	31
2026 Q1	$514K	Hold	5,079	–	–	0.18%	28
2025 Q4	$516K	Hold	5,079	–	–	0.19%	26
2025 Q3	$518K	Hold	5,079	–	–	0.21%	20
2025 Q2	$513K	Buy	+5,079	New	+$509K	0.24%	18

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Quantum Financial Planning Services's VTES Position: Q3 2026 in Review

Quantum Financial Planning Services held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 5,079 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #26.

Quantum Financial Planning Services first reported a position in VTES in Q2 2025 and has held it in 6 quarters since. The position peaked at $518K in Q3 2025. 75 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

Quantum Financial Planning Services held 5,079 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $501K as of Q3 2026.
Quantum Financial Planning Services left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.14% of Quantum Financial Planning Services's portfolio in Q3 2026, its #26 holding.
Quantum Financial Planning Services first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
Quantum Financial Planning Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $518K in Q3 2025.
75 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.