MFWP
VSDM

Mosaic Family Wealth Partners’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Mosaic Family Wealth Partners’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 		$9.7M Buy
126,587
+67,973
+116% +$5.19M 0.65% 26
2026
Q1 		$4.47M Buy
58,614
+16,109
+38% +$1.24M 0.46% 32
2025
Q4 		$3.25M Buy
+42,505
New +$3.25M 0.36% 40

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
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Mosaic Family Wealth Partners's VSDM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 116% in Q2 2026, buying an estimated $5.19M and bringing the position to 126,587 shares worth $9.7M. The position accounts for 0.65% of the portfolio, ranked #26.

Mosaic Family Wealth Partners first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Mosaic Family Wealth Partners held 126,587 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $9.7M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 67,973 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $5.19M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.65% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.