Acumen Wealth Advisors
VSDM icon

Acumen Wealth Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Acumen Wealth Advisors’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 		$18.8M Buy
252,767
+170,300
+207% +$12.9M 3.44% 6
2026
Q2 		$6.32M Buy
82,467
+71,403
+645% +$5.46M 1.34% 22
2026
Q1 		$844K Buy
11,064
+10,802
+4,123% +$830K 0.23% 73
2025
Q4 		$20K Buy
+262
New +$20K 0.01% 227

Other funds holding VSDM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acumen Wealth Advisors's VSDM Position: Q3 2026 in Review

Acumen Wealth Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 207% in Q3 2026, buying an estimated $12.9M and bringing the position to 252,767 shares worth $18.8M. The position accounts for 3.44% of the portfolio, ranked #6.

Acumen Wealth Advisors first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Acumen Wealth Advisors held 252,767 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $18.8M as of Q3 2026.
  • Acumen Wealth Advisors bought 170,300 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $12.9M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 3.44% of Acumen Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Acumen Wealth Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Acumen Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.