GWM
VSDM

Greenwich Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Greenwich Wealth 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
Q1 		– Sell
-35,993
Closed -$2.75M – 318
2025
Q4 		$2.75M Buy
35,993
+7,639
+27% +$584K 0.12% 99
2025
Q3 		$2.17M Buy
28,354
+2,460
+10% +$187K 0.11% 100
2025
Q2 		$1.96M Buy
+25,894
New +$1.94M 0.1% 97

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

Greenwich Wealth Management's VSDM Position: Q1 2026 in Review

Greenwich Wealth Management sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026, closing a stake of 35,993 shares — an estimated $2.75M sold.

Greenwich Wealth Management first reported a position in VSDM in Q2 2025 and held it in 3 quarters. The position peaked at $2.75M in Q4 2025. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Greenwich Wealth Management reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Greenwich Wealth Management sold 35,993 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.75M.
  • Greenwich Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and held it in 3 quarters.
  • Greenwich Wealth Management's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $2.75M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.