QFPS
VSDM

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
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

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Planning Services's VSDM Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 35% in Q2 2026, buying an estimated $203K and bringing the position to 10,211 shares worth $782K. The position accounts for 0.24% of the portfolio, ranked #21.

Quantum Financial Planning Services first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Quantum Financial Planning Services held 10,211 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $782K as of Q2 2026.
  • Quantum Financial Planning Services bought 2,659 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.24% of Quantum Financial Planning Services's portfolio in Q2 2026, its #21 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 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.