Kestra Advisory Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Kestra Advisory Services’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	$794K	Buy	10,678 +6,746	+172%	+$512K	﹤0.01%	2125
2026 Q2	$301K	Buy	3,932 +529	+16%	+$40.4K	﹤0.01%	2765
2026 Q1	$260K	Buy	3,403 +204	+6%	+$15.7K	﹤0.01%	2750
2025 Q4	$245K	Buy	3,199 +34	+1%	+$2.6K	﹤0.01%	2715
2025 Q3	$243K	Buy	+3,165	New	+$241K	﹤0.01%	2607

Other funds holding VSDM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Kestra Advisory Services's VSDM Position: Q3 2026 in Review

Kestra Advisory Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 172% in Q3 2026, buying an estimated $512K and bringing the position to 10,678 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Kestra Advisory Services first reported a position in VSDM in Q3 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

Kestra Advisory Services held 10,678 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $794K as of Q3 2026.
Kestra Advisory Services bought 6,746 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $512K.
Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2125 holding.
Kestra Advisory Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.