Capital Investment Services of America’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Capital Investment Services of America’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	$21.5M	Buy	280,929 +24,845	+10%	+$1.9M	2.11%	20
2026 Q1	$19.5M	Buy	256,084 +18,353	+8%	+$1.41M	2.04%	22
2025 Q4	$18.2M	Buy	237,731 +79,206	+50%	+$6.06M	1.72%	27
2025 Q3	$12.2M	Buy	158,525 +63,835	+67%	+$4.86M	1.08%	34
2025 Q2	$7.17M	Buy	94,690 +47,740	+102%	+$3.58M	0.66%	39
2025 Q1	$3.54M	Buy	46,950 +18,130	+63%	+$1.36M	0.36%	47
2024 Q4	$2.16M	Buy	+28,820	New	+$2.17M	0.21%	50

Other funds holding VSDM

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

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

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

BHWM

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

Capital Investment Services of America's VSDM Position: Q2 2026 in Review

Capital Investment Services of America increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.7% in Q2 2026, buying an estimated $1.9M and bringing the position to 280,929 shares worth $21.5M. The position accounts for 2.11% of the portfolio, ranked #20.

Capital Investment Services of America first reported a position in VSDM in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

Capital Investment Services of America held 280,929 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $21.5M as of Q2 2026.
Capital Investment Services of America bought 24,845 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Short Duration Tax-Exempt Bond ETF made up 2.11% of Capital Investment Services of America's portfolio in Q2 2026, its #20 holding.
Capital Investment Services of America first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.