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

RCS Financial Planning’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	$656K	Hold	6,656	–	–	0.36%	46
2026 Q2	$674K	Hold	6,656	–	–	0.32%	54
2026 Q1	$673K	Sell	6,656 -334	-5%	-$34.1K	0.35%	53
2025 Q4	$710K	Hold	6,990	–	–	0.31%	56
2025 Q3	$712K	Hold	6,990	–	–	0.32%	53
2025 Q2	$705K	Sell	6,990 -590	-8%	-$59.1K	0.35%	47
2025 Q1	$762K	Buy	7,580 +94	+1%	+$9.46K	0.4%	40
2024 Q4	$750K	Buy	7,486 +496	+7%	+$50K	0.4%	39
2024 Q3	$709K	Buy	6,990 +808	+13%	+$81.5K	0.39%	38
2024 Q2	$619K	Buy	6,182 +240	+4%	+$24K	0.36%	42
2024 Q1	$598K	Hold	5,942	–	–	0.37%	45
2023 Q4	$603K	Sell	5,942 -4,253	-42%	-$424K	0.39%	41
2023 Q3	$1.01M	Buy	+10,195	New	+$1.02M	0.77%	29

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

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RCS Financial Planning's VTES Position: Q3 2026 in Review

RCS Financial Planning held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q3 2026 at 6,656 shares worth $656K. The position accounts for 0.36% of the portfolio, ranked #46.

RCS Financial Planning first reported a position in VTES in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q3 2023. 69 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

RCS Financial Planning held 6,656 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $656K as of Q3 2026.
RCS Financial Planning left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.36% of RCS Financial Planning's portfolio in Q3 2026, its #46 holding.
RCS Financial Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 13 quarters since.
RCS Financial Planning's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.01M in Q3 2023.
69 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

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