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
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 $958M AUM 8.45% 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
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 $192M AUM 10.51% 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
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

Opus Capital Group's VSDM Position: Q1 2026 in Review

Opus Capital Group increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 24% in Q1 2026, buying an estimated $2.01M and bringing the position to 134,358 shares worth $10.3M. The position accounts for 1.1% of the portfolio, ranked #26.

Opus Capital Group first reported a position in VSDM in Q1 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Opus Capital Group held 134,358 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $10.3M as of Q1 2026.
  • Opus Capital Group bought 26,119 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.01M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 1.1% of Opus Capital Group's portfolio in Q1 2026, its #26 holding.
  • Opus Capital Group first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.