KIM
VSDM

Kestra Investment Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Kestra Investment Management’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 		$10.7M Buy
+139,319
New +$10.6M 0.21% 60

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
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Kestra Investment Management's VSDM Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 139,319 shares worth $10.7M. The stake represents 0.21% of the portfolio and ranks #60 among its holdings.

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

  • Kestra Investment Management held 139,319 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $10.7M as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Kestra Investment Management position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.21% of Kestra Investment Management's portfolio in Q2 2026, its #60 holding.
  • 81 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.