LPL Financial
VSDM icon

LPL Financial’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

LPL Financial’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 		$13.9M Buy
186,894
+149,382
+398% +$11.3M ﹤0.01% 1900
2026
Q2 		$2.87M Buy
37,512
+16,953
+82% +$1.3M ﹤0.01% 3351
2026
Q1 		$1.57M Buy
20,559
+13,256
+182% +$1.02M ﹤0.01% 3738
2025
Q4 		$558K Buy
+7,303
New +$559K ﹤0.01% 4614

Other funds holding VSDM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

LPL Financial's VSDM Position: Q3 2026 in Review

LPL Financial increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 398% in Q3 2026, buying an estimated $11.3M and bringing the position to 186,894 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

LPL Financial first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • LPL Financial held 186,894 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $13.9M as of Q3 2026.
  • LPL Financial bought 149,382 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $11.3M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1900 holding.
  • LPL Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.