SWP
VSDM

Summit Wealth Partners’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Summit Wealth 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 		$231K Buy
+3,019
New +$231K 0.03% 264

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

Summit Wealth Partners's VSDM Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 3,019 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

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

  • Summit Wealth Partners held 3,019 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $231K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Summit Wealth Partners position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.