Aprio Wealth Management
VSDM icon

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

Aprio 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 		$2.18M Buy
29,285
+1,315
+5% +$100K 0.1% 146
2026
Q2 		$2.14M Buy
27,970
+1,025
+4% +$78.3K 0.11% 141
2026
Q1 		$2.06M Hold
26,945
– – 0.11% 125
2025
Q4 		$2.06M Buy
+26,945
New +$2.06M 0.12% 114

Other funds holding VSDM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

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

Aprio Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 4.7% in Q3 2026, buying an estimated $100K and bringing the position to 29,285 shares worth $2.18M. The position accounts for 0.1% of the portfolio, ranked #146.

Aprio Wealth Management first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Aprio Wealth Management held 29,285 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.18M as of Q3 2026.
  • Aprio Wealth Management bought 1,315 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $100K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Aprio Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.