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

Clearstead 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 Q1	$744K	Buy	+9,751	New	+$750K	0.01%	607

Other funds holding VSDM

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return

American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return

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

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Clearstead Advisors's VSDM Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 9,751 shares worth $744K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings.

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

Clearstead Advisors held 9,751 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $744K as of Q1 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Clearstead Advisors position in Q1 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #607 holding.
99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.