FPH
VSDM

Financial Planning Hawaii’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Financial Planning Hawaii’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 		$348K Buy
4,541
+6
+0.1% +$458 0.19% 92
2026
Q1 		$346K Buy
4,535
+8
+0.2% +$615 0.2% 95
2025
Q4 		$346K Buy
+4,527
New +$346K 0.2% 98

Other funds holding VSDM

CISOA
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
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Financial Planning Hawaii's VSDM Position: Q2 2026 in Review

Financial Planning Hawaii increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.13% in Q2 2026, buying an estimated $458 and bringing the position to 4,541 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #92.

Financial Planning Hawaii first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Financial Planning Hawaii held 4,541 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $348K as of Q2 2026.
  • Financial Planning Hawaii bought 6 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $458.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.19% of Financial Planning Hawaii's portfolio in Q2 2026, its #92 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.