Burton Enright Welch’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Burton Enright Welch’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	$1.64M	Buy	21,387 +5,892	+38%	+$450K	0.19%	53
2026 Q1	$1.18M	Buy	15,495 +798	+5%	+$61.3K	0.16%	59
2025 Q4	$1.12M	Buy	14,697 +1,092	+8%	+$83.5K	0.16%	57
2025 Q3	$1.04M	Buy	13,605 +1,313	+11%	+$100K	0.16%	58
2025 Q2	$931K	Buy	+12,292	New	+$922K	0.16%	56

Other funds holding VSDM

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

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

AIS

American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

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

Burton Enright Welch's VSDM Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 38% in Q2 2026, buying an estimated $450K and bringing the position to 21,387 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #53.

Burton Enright Welch first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

Burton Enright Welch held 21,387 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.64M as of Q2 2026.
Burton Enright Welch bought 5,892 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $450K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.19% of Burton Enright Welch's portfolio in Q2 2026, its #53 holding.
Burton Enright Welch first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.