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

New England Private 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
Q2 		$637K Buy
8,393
+6
+0.1% +$458 0.06% 131
2026
Q1 		$640K Buy
8,387
+2
+0% +$154 0.07% 121
2025
Q4 		$641K Buy
+8,385
New +$641K 0.08% 115

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Truist Financial
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 $341M AUM 27.24% 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 $188M AUM 7.17% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

New England Private Wealth Advisors's VSDM Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.07% in Q2 2026, buying an estimated $458 and bringing the position to 8,393 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #131.

New England Private Wealth Advisors first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $641K in Q4 2025. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • New England Private Wealth Advisors held 8,393 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $637K as of Q2 2026.
  • New England Private Wealth Advisors bought 6 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $458.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.06% of New England Private Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • New England Private Wealth Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $641K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.