VP
VSDM

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

Verum 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 		$1.77M Buy
23,102
+1,601
+7% +$122K 0.26% 56
2026
Q1 		$1.64M Buy
21,501
+2,266
+12% +$174K 0.31% 52
2025
Q4 		$1.47M Sell
19,235
-205,101
-91% -$15.7M 0.3% 54
2025
Q3 		$17.2M Buy
224,336
+2,000
+0.9% +$152K 3.66% 6
2025
Q2 		$16.8M Buy
+222,336
New +$16.7M 3.88% 6

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
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 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
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Verum Partners's VSDM Position: Q2 2026 in Review

Verum Partners increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 7.4% in Q2 2026, buying an estimated $122K and bringing the position to 23,102 shares worth $1.77M. The position accounts for 0.26% of the portfolio, ranked #56.

Verum Partners first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.2M in Q3 2025. 28 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Verum Partners held 23,102 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.77M as of Q2 2026.
  • Verum Partners bought 1,601 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.26% of Verum Partners's portfolio in Q2 2026, its #56 holding.
  • Verum Partners first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Verum Partners's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $17.2M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.