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Planning Strategies Inc.’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Planning Strategies Inc.’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 		$55.5K Buy
+548
New +$55.4K 0.03% 149

Other funds holding VTES

GG
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BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Planning Strategies Inc.'s VTES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2026: 548 shares worth $55.5K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

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

  • Planning Strategies Inc. held 548 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $55.5K as of Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #149 holding.
  • 112 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.