IWC
VSDM

Integrated Wealth Concepts’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Integrated Wealth Concepts’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 		$665K Buy
+8,715
New +$670K 0.01% 1369
2025
Q4 		– Sell
-8,665
Closed -$665K – 2078
2025
Q3 		$665K Buy
+8,665
New +$660K 0.01% 1196

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

Integrated Wealth Concepts's VSDM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 8,715 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in VSDM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in VSDM in Q3 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Integrated Wealth Concepts held 8,715 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $665K as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1369 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.