HBW
VSDM

Hazlett, Burt & Watson’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Hazlett, Burt & Watson’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 		$11K Buy
+150
New +$11.5K ﹤0.01% 684

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

Hazlett, Burt & Watson's VSDM Position: Q2 2026 in Review

Hazlett, Burt & Watson opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 150 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Hazlett, Burt & Watson held 150 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $11K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Hazlett, Burt & Watson position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #684 holding.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.