OCG
VSDM

Opus Capital Group’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Opus Capital Group’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 		$11.4M Buy
148,913
+14,555
+11% +$1.11M 1.11% 25
2026
Q1 		$10.3M Buy
134,358
+26,119
+24% +$2.01M 1.1% 26
2025
Q4 		$8.28M Buy
108,239
+25,452
+31% +$1.95M 0.9% 26
2025
Q3 		$6.35M Buy
82,787
+8,360
+11% +$637K 0.71% 28
2025
Q2 		$5.63M Buy
74,427
+69,992
+1,578% +$5.25M 0.67% 29
2025
Q1 		$334K Buy
+4,435
New +$334K 0.04% 88

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 $326M AUM 36.44% 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
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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Opus Capital Group's VSDM Position: Q2 2026 in Review

Opus Capital Group increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 11% in Q2 2026, buying an estimated $1.11M and bringing the position to 148,913 shares worth $11.4M. The position accounts for 1.11% of the portfolio, ranked #25.

Opus Capital Group first reported a position in VSDM in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Opus Capital Group held 148,913 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $11.4M as of Q2 2026.
  • Opus Capital Group bought 14,555 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 1.11% of Opus Capital Group's portfolio in Q2 2026, its #25 holding.
  • Opus Capital Group first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.