LRPA
VSDM icon

L. Roy Papp & Associates’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

L. Roy Papp & 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
Q2 		$500K Hold
6,520
– – 0.05% 135
2026
Q1 		$497K Buy
+6,520
New +$501K 0.06% 129

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

L. Roy Papp & Associates's VSDM Position: Q2 2026 in Review

L. Roy Papp & Associates held its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) position steady in Q2 2026 at 6,520 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #135.

L. Roy Papp & Associates first reported a position in VSDM in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • L. Roy Papp & Associates held 6,520 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $500K as of Q2 2026.
  • L. Roy Papp & Associates left its Vanguard Short Duration Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.05% of L. Roy Papp & Associates's portfolio in Q2 2026, its #135 holding.
  • L. Roy Papp & Associates first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.