DWM
VSDM

Dakota Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Dakota Wealth Management’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 		$2.49M Sell
32,674
-1,965
-6% -$151K 0.05% 251
2025
Q4 		$2.65M Buy
+34,639
New +$2.65M 0.05% 250

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
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
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Dakota Wealth Management's VSDM Position: Q1 2026 in Review

Dakota Wealth Management reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 5.7% in Q1 2026, selling an estimated $151K and leaving 32,674 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #251.

Dakota Wealth Management first reported a position in VSDM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.65M in Q4 2025. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Dakota Wealth Management held 32,674 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.49M as of Q1 2026.
  • Dakota Wealth Management sold 1,965 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $151K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.05% of Dakota Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Dakota Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Dakota Wealth Management's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $2.65M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.