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

PFW 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 Q3	$860K	Buy	+11,565	New	+$877K	0.26%	65

Other funds holding VSDM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

PFW Advisors's VSDM Position: Q3 2026 in Review

PFW Advisors opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 11,565 shares worth $860K. The stake represents 0.26% of the portfolio and ranks #65 among its holdings.

48 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

PFW Advisors held 11,565 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $860K as of Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new PFW Advisors position in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.26% of PFW Advisors's portfolio in Q3 2026, its #65 holding.
48 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.