AE Wealth Management
VSDM icon

AE Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

AE Wealth 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 		$129K Buy
1,679
+141
+9% +$10.8K ﹤0.01% 1841
2026
Q1 		$117K Buy
+1,538
New +$118K ﹤0.01% 1749

Other funds holding VSDM

Capital Investment Services of America
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 $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Kestra Investment Management
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
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

AE Wealth Management's VSDM Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,679 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

AE Wealth Management first reported a position in VSDM in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • AE Wealth Management held 1,679 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $129K as of Q2 2026.
  • AE Wealth Management bought 141 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1841 holding.
  • AE Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.