AWM
VSDM

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
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

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Aprio Wealth Management's VSDM Position: Q2 2026 in Review

Aprio Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 3.8% in Q2 2026, buying an estimated $78.3K and bringing the position to 27,970 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #141.

Aprio Wealth Management first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Aprio Wealth Management held 27,970 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.14M as of Q2 2026.
  • Aprio Wealth Management bought 1,025 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.11% of Aprio Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Aprio Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.