APW
VSDM

Alliance Private Wealth’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Alliance Private Wealth’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 		$3.49M Sell
45,501
-9,436
-17% -$721K 1.21% 20
2026
Q1 		$4.19M Buy
54,937
+2,302
+4% +$177K 1.51% 18
2025
Q4 		$4.05M Buy
+52,635
New +$4.03M 1.41% 18

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

Alliance Private Wealth's VSDM Position: Q2 2026 in Review

Alliance Private Wealth reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 17% in Q2 2026, selling an estimated $721K and leaving 45,501 shares worth $3.49M. The position accounts for 1.21% of the portfolio, ranked #20.

Alliance Private Wealth first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.19M in Q1 2026. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Alliance Private Wealth held 45,501 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.49M as of Q2 2026.
  • Alliance Private Wealth sold 9,436 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $721K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 1.21% of Alliance Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Alliance Private Wealth first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $4.19M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.