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

Sequent 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 Q2	$227K	Buy	+2,241	New	+$227K	0.05%	255

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequent Planning's VTES Position: Q2 2026 in Review

Sequent Planning opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 2,241 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #255 among its holdings.

299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Sequent Planning held 2,241 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $227K as of Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF was a new Sequent Planning position in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #255 holding.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.