GWA
VSDM

Gutierrez Wealth Advisory’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Gutierrez Wealth Advisory’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 		$512K Buy
6,684
+26
+0.4% +$1.99K 0.3% 40
2026
Q1 		$508K Buy
6,658
+1,908
+40% +$147K 0.32% 36
2025
Q4 		$363K Buy
4,750
+544
+13% +$41.6K 0.23% 48
2025
Q3 		$323K Buy
4,206
+346
+9% +$26.4K 0.21% 50
2025
Q2 		$292K Buy
+3,860
New +$290K 0.2% 49

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Truist Financial
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 $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Gutierrez Wealth Advisory's VSDM Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.39% in Q2 2026, buying an estimated $1.99K and bringing the position to 6,684 shares worth $512K. The position accounts for 0.3% of the portfolio, ranked #40.

Gutierrez Wealth Advisory first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Gutierrez Wealth Advisory held 6,684 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $512K as of Q2 2026.
  • Gutierrez Wealth Advisory bought 26 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.99K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.3% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #40 holding.
  • Gutierrez Wealth Advisory first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.