ASN
VSDM

Advisory Services Network’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Advisory Services 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
Q1 		$219K Sell
2,866
-600
-17% -$46.1K ﹤0.01% 1767
2025
Q4 		$265K Buy
3,466
+8
+0.2% +$612 ﹤0.01% 1548
2025
Q3 		$265K Buy
+3,458
New +$263K ﹤0.01% 1533

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Advisory Services Network's VSDM Position: Q1 2026 in Review

Advisory Services Network reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 17% in Q1 2026, selling an estimated $46.1K and leaving 2,866 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Advisory Services Network first reported a position in VSDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q3 2025. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Advisory Services Network held 2,866 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $219K as of Q1 2026.
  • Advisory Services Network sold 600 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $46.1K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1767 holding.
  • Advisory Services Network first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Advisory Services Network's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $265K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.