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
Q2 		$2.75M Buy
35,875
+3,201
+10% +$245K 0.05% 258
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 $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

Dakota Wealth Management's VSDM Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.8% in Q2 2026, buying an estimated $245K and bringing the position to 35,875 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #258.

Dakota Wealth Management first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Dakota Wealth Management held 35,875 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.75M as of Q2 2026.
  • Dakota Wealth Management bought 3,201 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $245K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Dakota Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.