Great Valley Advisor Group
VSDM icon

Great Valley Advisor Group’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Great Valley Advisor Group’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
Q3 		$3.21M Buy
43,160
+10,302
+31% +$782K 0.05% 336
2026
Q2 		$2.52M Buy
32,858
+23,303
+244% +$1.78M 0.04% 354
2026
Q1 		$729K Buy
+9,555
New +$735K 0.01% 576

Other funds holding VSDM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Great Valley Advisor Group's VSDM Position: Q3 2026 in Review

Great Valley Advisor Group increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 31% in Q3 2026, buying an estimated $782K and bringing the position to 43,160 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #336.

Great Valley Advisor Group first reported a position in VSDM in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Great Valley Advisor Group held 43,160 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.21M as of Q3 2026.
  • Great Valley Advisor Group bought 10,302 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $782K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q3 2026, its #336 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.