Envestnet Asset Management
VSDM

Envestnet Asset Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Envestnet Asset 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 		$200K Buy
+2,614
New +$200K ﹤0.01% 4646

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

Envestnet Asset Management's VSDM Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 2,614 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #4646 among its holdings.

79 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Envestnet Asset Management held 2,614 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $200K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Envestnet Asset Management position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4646 holding.
  • 79 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.