Bedel Financial Consulting’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Bedel Financial Consulting’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	$2.34M	Buy	+30,560	New	+$2.34M	0.22%	57

Other funds holding VSDM

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

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Bedel Financial Consulting's VSDM Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 30,560 shares worth $2.34M. The stake represents 0.22% of the portfolio and ranks #57 among its holdings.

65 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

Bedel Financial Consulting held 30,560 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.34M as of Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Bedel Financial Consulting position in Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.22% of Bedel Financial Consulting's portfolio in Q2 2026, its #57 holding.
65 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.