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
Q2 		$1.23M Buy
16,016
+7,301
+84% +$558K 0.01% 1089
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
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

Integrated Wealth Concepts's VSDM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 84% in Q2 2026, buying an estimated $558K and bringing the position to 16,016 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1089.

Integrated Wealth Concepts first reported a position in VSDM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Integrated Wealth Concepts held 16,016 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.23M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,301 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $558K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1089 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.