PSI
VSDM

Planning Strategies Inc.’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Planning Strategies Inc.’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 		$23.5K Buy
+307
New +$23.5K 0.01% 226

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Planning Strategies Inc.'s VSDM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 307 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings.

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

  • Planning Strategies Inc. held 307 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $23.5K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #226 holding.
  • 49 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.