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 Q3	$1.34M	Hold	17,988	–	–	0.15%	113
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

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

CRA Financial Services's VSDM Position: Q3 2026 in Review

CRA Financial Services held its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) position steady in Q3 2026 at 17,988 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #113.

CRA Financial Services first reported a position in VSDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2026. 54 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

CRA Financial Services held 17,988 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.34M as of Q3 2026.
CRA Financial Services left its Vanguard Short Duration Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.15% of CRA Financial Services's portfolio in Q3 2026, its #113 holding.
CRA Financial Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
CRA Financial Services's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.4M in Q1 2026.
54 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.