MWA
VSDM

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

Medallion Wealth 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
2026
Q1 		$6.79K Hold
89
– – ﹤0.01% 825
2025
Q4 		$6.8K Sell
89
-11
-11% -$841 ﹤0.01% 809
2025
Q3 		$7.67K Hold
100
– – ﹤0.01% 795
2025
Q2 		$7.56K Buy
+100
New +$7.5K ﹤0.01% 772

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Medallion Wealth Advisors's VSDM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) position steady in Q1 2026 at 89 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Medallion Wealth Advisors first reported a position in VSDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.67K in Q3 2025. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Medallion Wealth Advisors held 89 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $6.79K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Short Duration Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #825 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $7.67K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.