CCA
VSDM

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

Conservest Capital 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 		$505K Buy
6,588
+2,933
+80% +$224K 0.04% 84
2026
Q1 		$279K Sell
3,655
-17,697
-83% -$1.36M 0.03% 111
2025
Q4 		$1.63M Buy
21,352
+78
+0.4% +$5.96K 0.15% 44
2025
Q3 		$1.63M Hold
21,274
– – 0.15% 42
2025
Q2 		$1.61M Sell
21,274
-15,940
-43% -$1.2M 0.16% 40
2025
Q1 		$2.8M Buy
+37,214
New +$2.8M 0.29% 30

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Conservest Capital Advisors's VSDM Position: Q2 2026 in Review

Conservest Capital Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 80% in Q2 2026, buying an estimated $224K and bringing the position to 6,588 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #84.

Conservest Capital Advisors first reported a position in VSDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.8M in Q1 2025. 55 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Conservest Capital Advisors held 6,588 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $505K as of Q2 2026.
  • Conservest Capital Advisors bought 2,933 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.04% of Conservest Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Conservest Capital Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Conservest Capital Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $2.8M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.