CA
VSDM

CGN Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

CGN Advisors’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 		$9.51M Buy
124,154
+19,997
+19% +$1.53M 0.69% 36
2026
Q1 		$7.95M Buy
104,157
+6,555
+7% +$504K 0.63% 36
2025
Q4 		$7.46M Buy
97,602
+15,406
+19% +$1.18M 0.59% 38
2025
Q3 		$6.3M Buy
82,196
+73,200
+814% +$5.58M 0.52% 40
2025
Q2 		$681K Buy
+8,996
New +$675K 0.06% 197

Other funds holding VSDM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGN Advisors's VSDM Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 19% in Q2 2026, buying an estimated $1.53M and bringing the position to 124,154 shares worth $9.51M. The position accounts for 0.69% of the portfolio, ranked #36.

CGN Advisors first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • CGN Advisors held 124,154 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $9.51M as of Q2 2026.
  • CGN Advisors bought 19,997 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.69% of CGN Advisors's portfolio in Q2 2026, its #36 holding.
  • CGN Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.