DDPIC
VSDM

Deroy & Devereaux Private Investment Counsel’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$462K Buy
6,030
+2,630
+77% +$201K 0.02% 139
2026
Q1 		$259K Hold
3,400
– – 0.01% 153
2025
Q4 		$260K Sell
3,400
-6,500
-66% -$497K 0.01% 153
2025
Q3 		$759K Buy
+9,900
New +$754K 0.04% 123

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
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Deroy & Devereaux Private Investment Counsel's VSDM Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 77% in Q2 2026, buying an estimated $201K and bringing the position to 6,030 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #139.

Deroy & Devereaux Private Investment Counsel first reported a position in VSDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $759K in Q3 2025. 82 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 6,030 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $462K as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel bought 2,630 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.02% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #139 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Deroy & Devereaux Private Investment Counsel's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $759K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.