HI
VSDM

Harbour Investments’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Harbour Investments’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
2025
Q4 		– Sell
-884
Closed -$67.8K – 4047
2025
Q3 		$67.8K Buy
+884
New +$67.3K ﹤0.01% 1759

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $332M AUM 18.75% 1-Year Est. Return

Harbour Investments's VSDM Position: Q4 2025 in Review

Harbour Investments sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q4 2025, closing a stake of 884 shares — an estimated $67.8K sold.

Harbour Investments first reported a position in VSDM in Q3 2025 and held it in 1 quarter. The position peaked at $67.8K in Q3 2025. 75 funds tracked by Wall St. Rank hold VSDM as of Q4 2025.

  • Harbour Investments reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 884 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q4 2025, an estimated $67.8K.
  • Harbour Investments first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • Harbour Investments's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $67.8K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.