CRA Financial Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

CRA Financial 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	$1.38M	Sell	17,988 -335	-2%	-$25.6K	0.16%	106
2026 Q1	$1.4M	Buy	18,323 +580	+3%	+$44.6K	0.18%	99
2025 Q4	$1.36M	Hold	17,743	–	–	0.18%	99
2025 Q3	$1.36M	Buy	17,743 +770	+5%	+$58.6K	0.19%	100
2025 Q2	$1.29M	Hold	16,973	–	–	0.2%	96
2025 Q1	$1.28M	Buy	16,973 +5,335	+46%	+$401K	0.22%	89
2024 Q4	$871K	Buy	+11,638	New	+$875K	0.15%	115

Other funds holding VSDM

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

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

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

CRA Financial Services's VSDM Position: Q2 2026 in Review

CRA Financial Services reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 1.8% in Q2 2026, selling an estimated $25.6K and leaving 17,988 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #106.

CRA Financial Services first reported a position in VSDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

CRA Financial Services held 17,988 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.38M as of Q2 2026.
CRA Financial Services sold 335 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $25.6K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.16% of CRA Financial Services's portfolio in Q2 2026, its #106 holding.
CRA Financial Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
CRA Financial Services's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.4M in Q1 2026.
123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.