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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RCS Financial Planning's VTES Position: Q1 2026 in Review

RCS Financial Planning reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 4.8% in Q1 2026, selling an estimated $34.1K and leaving 6,656 shares worth $673K. The position accounts for 0.35% of the portfolio, ranked #53.

RCS Financial Planning first reported a position in VTES in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2023. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

RCS Financial Planning held 6,656 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $673K as of Q1 2026.
RCS Financial Planning sold 334 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $34.1K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.35% of RCS Financial Planning's portfolio in Q1 2026, its #53 holding.
RCS Financial Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 11 quarters since.
RCS Financial Planning's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.01M in Q3 2023.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.