N.E.W. Advisory Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

N.E.W. Advisory Services’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	$419K	Buy	5,470 +42	+0.8%	+$3.21K	0.03%	157
2026 Q1	$414K	Buy	5,428 +28	+0.5%	+$2.15K	0.03%	147
2025 Q4	$413K	Hold	5,400	–	–	0.03%	147
2025 Q3	$414K	Hold	5,400	–	–	0.04%	127
2025 Q2	$409K	Buy	+5,400	New	+$405K	0.04%	123

Other funds holding VSDM

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

N.E.W. Advisory Services's VSDM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.77% in Q2 2026, buying an estimated $3.21K and bringing the position to 5,470 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #157.

N.E.W. Advisory Services first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

N.E.W. Advisory Services held 5,470 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $419K as of Q2 2026.
N.E.W. Advisory Services bought 42 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.21K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #157 holding.
N.E.W. Advisory Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.