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
Q2 		$9.86M Buy
128,709
+12,245
+11% +$936K 2.08% 13
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 $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
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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

American Investment Services's VSDM Position: Q2 2026 in Review

American Investment Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 11% in Q2 2026, buying an estimated $936K and bringing the position to 128,709 shares worth $9.86M. The position accounts for 2.08% of the portfolio, ranked #13.

American Investment Services first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • American Investment Services held 128,709 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $9.86M as of Q2 2026.
  • American Investment Services bought 12,245 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $936K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 2.08% of American Investment Services's portfolio in Q2 2026, its #13 holding.
  • American Investment Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.