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
Q2 		$1.1M Buy
14,377
+3,377
+31% +$258K ﹤0.01% 1360
2026
Q1 		$1.07M Buy
+11,000
New +$846K 0.01% 1263

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
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

&Partners's VSDM Position: Q2 2026 in Review

&Partners increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 31% in Q2 2026, buying an estimated $258K and bringing the position to 14,377 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

&Partners first reported a position in VSDM in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • &Partners held 14,377 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.1M as of Q2 2026.
  • &Partners bought 3,377 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $258K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1360 holding.
  • &Partners first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.