Truist Financial
VSDM

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

Truist Financial’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 		$19.2M Buy
251,105
+100,365
+67% +$7.67M 0.02% 447
2026
Q1 		$11.5M Buy
150,740
+114,354
+314% +$8.79M 0.02% 571
2025
Q4 		$2.78M Buy
+36,386
New +$2.78M ﹤0.01% 1109

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Truist Financial's VSDM Position: Q2 2026 in Review

Truist Financial increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 67% in Q2 2026, buying an estimated $7.67M and bringing the position to 251,105 shares worth $19.2M. The position accounts for 0.02% of the portfolio, ranked #447.

Truist Financial first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Truist Financial held 251,105 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $19.2M as of Q2 2026.
  • Truist Financial bought 100,365 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $7.67M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #447 holding.
  • Truist Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.