IF
VSDM

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
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

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

IRON Financial's VSDM Position: Q2 2026 in Review

IRON Financial increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 45% in Q2 2026, buying an estimated $1.57M and bringing the position to 65,840 shares worth $5.05M. The position accounts for 2.08% of the portfolio, ranked #13.

IRON Financial first reported a position in VSDM in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • IRON Financial held 65,840 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $5.05M as of Q2 2026.
  • IRON Financial bought 20,578 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 2.08% of IRON Financial's portfolio in Q2 2026, its #13 holding.
  • IRON Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.