Quantum Financial Planning Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Quantum Financial Planning Services’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	$909K	Buy	12,217 +2,006	+20%	+$152K	0.25%	20
2026 Q2	$782K	Buy	10,211 +2,659	+35%	+$203K	0.24%	21
2026 Q1	$576K	Buy	7,552 +20	+0.3%	+$1.54K	0.21%	26
2025 Q4	$576K	Buy	+7,532	New	+$576K	0.21%	24

Other funds holding VSDM

SAM

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

KFGG

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Quantum Financial Planning Services's VSDM Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 20% in Q3 2026, buying an estimated $152K and bringing the position to 12,217 shares worth $909K. The position accounts for 0.25% of the portfolio, ranked #20.

Quantum Financial Planning Services first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

Quantum Financial Planning Services held 12,217 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $909K as of Q3 2026.
Quantum Financial Planning Services bought 2,006 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $152K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.25% of Quantum Financial Planning Services's portfolio in Q3 2026, its #20 holding.
Quantum Financial Planning Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.