Betterment LLC

Betterment LLC’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Betterment LLC’s Portfolio VSDM Stock Details VSDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	+5,125	New	+$392K	﹤0.01%	535

Other funds holding VSDM

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Betterment LLC's VSDM Position: Q2 2026 in Review

Betterment LLC opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 5,125 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

Betterment LLC held 5,125 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $393K as of Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Betterment LLC position in Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #535 holding.
123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.