EWM
VSDM

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

Elmwood 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 		$207K Buy
2,704
+21
+0.8% +$1.6K 0.05% 193
2026
Q1 		$205K Buy
2,683
+14
+0.5% +$1.08K 0.06% 176
2025
Q4 		$204K Buy
2,669
+28
+1% +$2.14K 0.06% 166
2025
Q3 		$203K Buy
+2,641
New +$201K 0.07% 135

Other funds holding VSDM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Elmwood Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.78% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,704 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #193.

Elmwood Wealth Management first reported a position in VSDM in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Elmwood Wealth Management held 2,704 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $207K as of Q2 2026.
  • Elmwood Wealth Management bought 21 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.6K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Elmwood Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.