KFGG
VSDM

Keystone Financial Group (Georgia)’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Keystone Financial Group (Georgia)’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 		$10.9M Buy
142,196
+30,073
+27% +$2.3M 5.72% 5
2026
Q1 		$8.55M Buy
112,123
+22,691
+25% +$1.74M 4.45% 7
2025
Q4 		$6.84M Buy
89,432
+30,938
+53% +$2.37M 3.58% 8
2025
Q3 		$4.49M Buy
58,494
+46,604
+392% +$3.55M 2.53% 12
2025
Q2 		$900K Buy
+11,890
New +$892K 0.57% 28

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 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
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VSDM Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 27% in Q2 2026, buying an estimated $2.3M and bringing the position to 142,196 shares worth $10.9M. The position accounts for 5.72% of the portfolio, ranked #5.

Keystone Financial Group (Georgia) first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Keystone Financial Group (Georgia) held 142,196 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $10.9M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 30,073 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.3M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 5.72% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #5 holding.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.