P
VSDM

&Partners’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

&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
Q1 		$1.07M Buy
+11,000
New +$846K 0.01% 1263

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

&Partners's VSDM Position: Q1 2026 in Review

&Partners opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 11,000 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings.

99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • &Partners held 11,000 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.07M as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new &Partners position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1263 holding.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.