JWCA
VSDM

J.W. Cole Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

J.W. Cole Advisors’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
2025
Q4 		– Sell
-2,680
Closed -$206K – 1616
2025
Q3 		$206K Hold
2,680
– – ﹤0.01% 1425
2025
Q2 		$203K Buy
+2,680
New +$201K ﹤0.01% 1353

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

J.W. Cole Advisors's VSDM Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q4 2025, closing a stake of 2,680 shares — an estimated $206K sold.

J.W. Cole Advisors first reported a position in VSDM in Q2 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 75 funds tracked by Wall St. Rank hold VSDM as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,680 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q4 2025, an estimated $206K.
  • J.W. Cole Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $206K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.