Cherry Tree Wealth Management
VSDM icon

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
Q3 		$586K Buy
7,881
+4,260
+118% +$323K 0.11% 91
2026
Q2 		$277K Hold
3,621
– – 0.05% 137
2026
Q1 		$276K Buy
+3,621
New +$278K 0.06% 138

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Elser Financial Planning
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Master's Wealth Management
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IRON Financial
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Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Apex Wealth Management
Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Cherry Tree Wealth Management's VSDM Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 118% in Q3 2026, buying an estimated $323K and bringing the position to 7,881 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #91.

Cherry Tree Wealth Management first reported a position in VSDM in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Cherry Tree Wealth Management held 7,881 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $586K as of Q3 2026.
  • Cherry Tree Wealth Management bought 4,260 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $323K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.