AIS
VSDM

American Investment Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

American Investment Services’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 		$8.89M Buy
116,464
+112,315
+2,707% +$8.63M 1.98% 15
2025
Q4 		$317K Buy
+4,149
New +$317K 0.07% 112

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
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 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
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

American Investment Services's VSDM Position: Q1 2026 in Review

American Investment Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 2,707% in Q1 2026, buying an estimated $8.63M and bringing the position to 116,464 shares worth $8.89M. The position accounts for 1.98% of the portfolio, ranked #15.

American Investment Services first reported a position in VSDM in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • American Investment Services held 116,464 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $8.89M as of Q1 2026.
  • American Investment Services bought 112,315 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $8.63M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 1.98% of American Investment Services's portfolio in Q1 2026, its #15 holding.
  • American Investment Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.