Commonwealth Equity Services
VSDM

Commonwealth Equity Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Commonwealth Equity Services’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 		$5.02M Buy
65,487
+27,269
+71% +$2.08M 0.01% 1390
2026
Q1 		$2.92M Buy
38,218
+8,784
+30% +$675K ﹤0.01% 1714
2025
Q4 		$2.25M Buy
29,434
+3,513
+14% +$269K ﹤0.01% 1866
2025
Q3 		$1.99M Buy
25,921
+19,841
+326% +$1.51M ﹤0.01% 2001
2025
Q2 		$460K Buy
6,080
+2,164
+55% +$162K ﹤0.01% 3215
2025
Q1 		$295K Buy
+3,916
New +$295K ﹤0.01% 3518

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Truist Financial
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
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Commonwealth Equity Services's VSDM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 71% in Q2 2026, buying an estimated $2.08M and bringing the position to 65,487 shares worth $5.02M. The position accounts for 0.01% of the portfolio, ranked #1390.

Commonwealth Equity Services first reported a position in VSDM in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Commonwealth Equity Services held 65,487 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $5.02M as of Q2 2026.
  • Commonwealth Equity Services bought 27,269 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1390 holding.
  • Commonwealth Equity Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.