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VSDM

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

Root Financial 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 		– Sell
-2,745
Closed -$209K – 3382
2026
Q1 		$209K Hold
2,745
– – 0.01% 322
2025
Q4 		$210K Buy
+2,745
New +$210K 0.01% 288

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

Root Financial Partners's VSDM Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026, closing a stake of 2,745 shares — an estimated $209K sold.

Root Financial Partners first reported a position in VSDM in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,745 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $209K.
  • Root Financial Partners first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $210K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.