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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
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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Quantum Financial Planning Services's VTES Position: Q2 2026 in Review

Quantum Financial Planning Services held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 5,079 shares worth $515K. The position accounts for 0.16% of the portfolio, ranked #31.

Quantum Financial Planning Services first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $518K in Q3 2025. 54 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • Quantum Financial Planning Services held 5,079 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $515K as of Q2 2026.
  • Quantum Financial Planning Services left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.16% of Quantum Financial Planning Services's portfolio in Q2 2026, its #31 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 5 quarters since.
  • Quantum Financial Planning Services's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $518K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.