EverSource Wealth Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

EverSource Wealth Advisors’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	$438K	Buy	5,722 +4,150	+264%	+$317K	0.01%	612
2026 Q1	$120K	Buy	+1,572	New	+$121K	﹤0.01%	1328

Other funds holding VSDM

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

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 $341M AUM 27.24% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

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

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EverSource Wealth Advisors's VSDM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 264% in Q2 2026, buying an estimated $317K and bringing the position to 5,722 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #612.

EverSource Wealth Advisors first reported a position in VSDM in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

EverSource Wealth Advisors held 5,722 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $438K as of Q2 2026.
EverSource Wealth Advisors bought 4,150 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $317K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #612 holding.
EverSource Wealth Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.