GVAG
VSDM

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
Q1 		$729K Buy
+9,555
New +$735K 0.01% 576

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 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 $192M AUM 10.51% 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

Great Valley Advisor Group's VSDM Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 9,555 shares worth $729K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Great Valley Advisor Group held 9,555 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $729K as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Great Valley Advisor Group position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #576 holding.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.