Next Level Wealth Planning’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Next Level Wealth Planning’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 Q3	$288K	Buy	+3,867	New	+$293K	0.12%	63

Other funds holding VSDM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Next Level Wealth Planning's VSDM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 3,867 shares worth $288K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings.

89 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

Next Level Wealth Planning held 3,867 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $288K as of Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.12% of Next Level Wealth Planning's portfolio in Q3 2026, its #63 holding.
89 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.