Planning Strategies’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Planning Strategies’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	$23.5K	Buy	+307	New	+$23.5K	0.01%	226

Other funds holding VSDM

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

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Planning Strategies's VSDM Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 307 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings.

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

Planning Strategies held 307 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $23.5K as of Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Planning Strategies position in Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #226 holding.
120 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.