IRON Financial
VSDM icon

IRON Financial’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

IRON Financial’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
Q3 		$4.95M Buy
66,542
+702
+1% +$53.3K 2.06% 12
2026
Q2 		$5.05M Buy
65,840
+20,578
+45% +$1.57M 2.08% 13
2026
Q1 		$3.45M Buy
+45,262
New +$3.48M 1.51% 17

Other funds holding VSDM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

IRON Financial's VSDM Position: Q3 2026 in Review

IRON Financial increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 1.1% in Q3 2026, buying an estimated $53.3K and bringing the position to 66,542 shares worth $4.95M. The position accounts for 2.06% of the portfolio, ranked #12.

IRON Financial first reported a position in VSDM in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.05M in Q2 2026. 126 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • IRON Financial held 66,542 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $4.95M as of Q3 2026.
  • IRON Financial bought 702 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $53.3K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 2.06% of IRON Financial's portfolio in Q3 2026, its #12 holding.
  • IRON Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • IRON Financial's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $5.05M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.