XY Planning Network’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

XY Planning Network’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 Q3	$276K	Buy	+3,706	New	+$281K	0.03%	334

Other funds holding VSDM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

XY Planning Network's VSDM Position: Q3 2026 in Review

XY Planning Network opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 3,706 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #334 among its holdings.

64 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

XY Planning Network held 3,706 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $276K as of Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new XY Planning Network position in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #334 holding.
64 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.