KLI
VSDM

Kelman-Lazarov Inc’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Kelman-Lazarov Inc’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 		$810K Buy
10,570
+28
+0.3% +$2.14K 0.11% 78
2026
Q1 		$804K Buy
10,542
+288
+3% +$22.1K 0.12% 71
2025
Q4 		$784K Buy
10,254
+1,853
+22% +$142K 0.11% 73
2025
Q3 		$644K Buy
8,401
+2,720
+48% +$207K 0.1% 78
2025
Q2 		$430K Buy
5,681
+1,841
+48% +$138K 0.07% 84
2025
Q1 		$289K Buy
+3,840
New +$289K 0.05% 94

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

Kelman-Lazarov Inc's VSDM Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.27% in Q2 2026, buying an estimated $2.14K and bringing the position to 10,570 shares worth $810K. The position accounts for 0.11% of the portfolio, ranked #78.

Kelman-Lazarov Inc first reported a position in VSDM in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Kelman-Lazarov Inc held 10,570 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $810K as of Q2 2026.
  • Kelman-Lazarov Inc bought 28 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.14K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #78 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.