LA
VSDM

Lindenwold Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Lindenwold Advisors’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
2025
Q3 		$1.77M Buy
23,075
+15,450
+203% +$1.18M 0.84% 39
2025
Q2 		$577K Buy
+7,625
New +$572K 0.3% 62

Other funds holding VSDM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lindenwold Advisors's VSDM Position: Q3 2025 in Review

Lindenwold Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 203% in Q3 2025, buying an estimated $1.18M and bringing the position to 23,075 shares worth $1.77M. The position accounts for 0.84% of the portfolio, ranked #39.

Lindenwold Advisors first reported a position in VSDM in Q2 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold VSDM as of Q3 2025.

  • Lindenwold Advisors held 23,075 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.77M as of Q3 2025.
  • Lindenwold Advisors bought 15,450 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2025, an estimated $1.18M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.84% of Lindenwold Advisors's portfolio in Q3 2025, its #39 holding.
  • Lindenwold Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.