CTWM
VSDM

Cherry Tree Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Cherry Tree 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
Q1 		$276K Buy
+3,621
New +$278K 0.06% 138

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Cherry Tree Wealth Management's VSDM Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 3,621 shares worth $276K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

100 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Cherry Tree Wealth Management held 3,621 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $276K as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Cherry Tree Wealth Management position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #138 holding.
  • 100 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.