Master's Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Master's Wealth Management’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	$5.73M	Buy	77,044 +15,355	+25%	+$1.16M	1.67%	10
2026 Q2	$4.73M	Buy	61,689 +8,978	+17%	+$686K	1.42%	10
2026 Q1	$4.02M	Buy	52,711 +9,885	+23%	+$760K	1.36%	10
2025 Q4	$3.27M	Buy	+42,826	New	+$3.28M	1.18%	11

Other funds holding VSDM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

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

Master's Wealth Management's VSDM Position: Q3 2026 in Review

Master's Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 25% in Q3 2026, buying an estimated $1.16M and bringing the position to 77,044 shares worth $5.73M. The position accounts for 1.67% of the portfolio, ranked #10.

Master's Wealth Management first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

Master's Wealth Management held 77,044 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $5.73M as of Q3 2026.
Master's Wealth Management bought 15,355 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.16M.
Vanguard Short Duration Tax-Exempt Bond ETF made up 1.67% of Master's Wealth Management's portfolio in Q3 2026, its #10 holding.
Master's Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.