Klingman & Associates
VSDM icon

Klingman & Associates’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Klingman & Associates’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 		$3.78M Buy
+50,828
New +$3.86M 0.16% 59

Other funds holding VSDM

S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Apex Wealth Management
Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Klingman & Associates's VSDM Position: Q3 2026 in Review

Klingman & Associates opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 50,828 shares worth $3.78M. The stake represents 0.16% of the portfolio and ranks #59 among its holdings.

44 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Klingman & Associates held 50,828 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.78M as of Q3 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Klingman & Associates position in Q3 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.16% of Klingman & Associates's portfolio in Q3 2026, its #59 holding.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.