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

Apex 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 Q3	$3.4M	Buy	+45,703	New	+$3.47M	2%	19

Other funds holding VSDM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Apex Wealth Management's VSDM Position: Q3 2026 in Review

Apex Wealth Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 45,703 shares worth $3.4M. The stake represents 2% of the portfolio and ranks #19 among its holdings.

48 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

Apex Wealth Management held 45,703 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.4M as of Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Apex Wealth Management position in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 2% of Apex Wealth Management's portfolio in Q3 2026, its #19 holding.
48 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.