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

SwitchPoint 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
Q2 		$1.25M Sell
12,346
-102
-0.8% -$10.3K 0.72% 29
2026
Q1 		$1.26M Buy
12,448
+598
+5% +$61K 0.85% 27
2025
Q4 		$1.2M Sell
11,850
-101
-0.8% -$10.3K 0.84% 29
2025
Q3 		$1.22M Buy
11,951
+54
+0.5% +$5.48K 0.88% 28
2025
Q2 		$1.2M Sell
11,897
-1,291
-10% -$129K 0.98% 25
2025
Q1 		$1.33M Sell
13,188
-151
-1% -$15.2K 1.26% 21
2024
Q4 		$1.34M Buy
+13,339
New +$1.34M 1.28% 20

Other funds holding VTES

Mercer Global Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $15B AUM
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SwitchPoint Financial Planning's VTES Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.82% in Q2 2026, selling an estimated $10.3K and leaving 12,346 shares worth $1.25M. The position accounts for 0.72% of the portfolio, ranked #29.

SwitchPoint Financial Planning first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • SwitchPoint Financial Planning held 12,346 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.25M as of Q2 2026.
  • SwitchPoint Financial Planning sold 102 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.72% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #29 holding.
  • SwitchPoint Financial Planning first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SwitchPoint Financial Planning's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $1.34M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.