AIM
VSDM

Advyzon Investment Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Advyzon Investment Management’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 		$292K Sell
3,815
-27
-0.7% -$2.06K 0.02% 620
2026
Q1 		$293K Sell
3,842
-61
-2% -$4.69K 0.03% 539
2025
Q4 		$298K Buy
3,903
+8
+0.2% +$612 0.03% 448
2025
Q3 		$299K Buy
3,895
+35
+0.9% +$2.67K 0.05% 330
2025
Q2 		$292K Buy
+3,860
New +$290K 0.06% 285

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
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Advyzon Investment Management's VSDM Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.7% in Q2 2026, selling an estimated $2.06K and leaving 3,815 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #620.

Advyzon Investment Management first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q3 2025. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Advyzon Investment Management held 3,815 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $292K as of Q2 2026.
  • Advyzon Investment Management sold 27 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.06K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #620 holding.
  • Advyzon Investment Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $299K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.