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

Sterling 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	$3.34M	Buy	32,976 +1,166	+4%	+$119K	0.99%	29
2025 Q4	$3.23M	Buy	31,810 +1,666	+6%	+$169K	0.97%	29
2025 Q3	$3.07M	Buy	30,144 +818	+3%	+$83.1K	0.97%	30
2025 Q2	$2.96M	Buy	29,326 +902	+3%	+$90.4K	0.99%	30
2025 Q1	$2.86M	Buy	28,424 +2,775	+11%	+$279K	1.04%	30
2024 Q4	$2.57M	Buy	25,649 +4,864	+23%	+$490K	0.95%	33
2024 Q3	$2.11M	Buy	20,785 +1,715	+9%	+$173K	0.78%	36
2024 Q2	$1.91M	Sell	19,070 -2,621	-12%	-$262K	0.77%	35
2024 Q1	$2.18M	Buy	21,691 +4,227	+24%	+$427K	0.89%	35
2023 Q4	$1.77M	Buy	17,464 +13,429	+333%	+$1.34M	0.77%	38
2023 Q3	$398K	Buy	4,035 +1,040	+35%	+$104K	0.2%	70
2023 Q2	$301K	Buy	+2,995	New	+$302K	0.15%	77

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

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

Sterling Financial Planning increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.7% in Q1 2026, buying an estimated $119K and bringing the position to 32,976 shares worth $3.34M. The position accounts for 0.99% of the portfolio, ranked #29.

Sterling Financial Planning first reported a position in VTES in Q2 2023 and has held it in 12 quarters since. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Sterling Financial Planning held 32,976 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.34M as of Q1 2026.
Sterling Financial Planning bought 1,166 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $119K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.99% of Sterling Financial Planning's portfolio in Q1 2026, its #29 holding.
Sterling Financial Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 12 quarters since.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.