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Retirement Planning Group (Kansas)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Retirement Planning Group (Kansas)’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 		$240K Hold
2,377
– – 0.01% 444
2025
Q4 		$241K Hold
2,377
– – 0.01% 373
2025
Q3 		$242K Buy
+2,377
New +$241K 0.01% 361
2024
Q4 		– Sell
-1,977
Closed -$201K – 287
2024
Q3 		$201K Buy
+1,977
New +$199K 0.01% 261
2024
Q1 		– Sell
-1,977
Closed -$200K – 219
2023
Q4 		$200K Buy
+1,977
New +$197K 0.02% 183

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VTES Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 2,377 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #444.

Retirement Planning Group (Kansas) first reported a position in VTES in Q4 2023 and has held it in 5 quarters since. The position peaked at $242K in Q3 2025. 280 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Retirement Planning Group (Kansas) held 2,377 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $240K as of Q1 2026.
  • Retirement Planning Group (Kansas) left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #444 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $242K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.