EFS
VSDM

Essex Financial Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Essex Financial Services’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 		$1.13M Buy
14,827
+312
+2% +$24K 0.06% 259
2025
Q4 		$1.11M Buy
14,515
+1,170
+9% +$89.5K 0.06% 256
2025
Q3 		$1.02M Buy
13,345
+1,290
+11% +$98.3K 0.06% 257
2025
Q2 		$913K Buy
12,055
+4,950
+70% +$371K 0.06% 276
2025
Q1 		$535K Buy
+7,105
New +$535K 0.04% 366

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 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 $191M AUM 13.82% 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

Essex Financial Services's VSDM Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 2.1% in Q1 2026, buying an estimated $24K and bringing the position to 14,827 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #259.

Essex Financial Services first reported a position in VSDM in Q1 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Essex Financial Services held 14,827 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.13M as of Q1 2026.
  • Essex Financial Services bought 312 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $24K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #259 holding.
  • Essex Financial Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.