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

Professional Financial 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 		$3.02M Buy
40,610
+2,355
+6% +$179K 0.51% 35
2026
Q2 		$2.93M Buy
38,255
+5,690
+17% +$435K 0.51% 32
2026
Q1 		$2.48M Buy
+32,565
New +$2.5M 0.51% 37

Other funds holding VSDM

SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Professional Financial Advisors's VSDM Position: Q3 2026 in Review

Professional Financial Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 6.2% in Q3 2026, buying an estimated $179K and bringing the position to 40,610 shares worth $3.02M. The position accounts for 0.51% of the portfolio, ranked #35.

Professional Financial Advisors first reported a position in VSDM in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Professional Financial Advisors held 40,610 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.02M as of Q3 2026.
  • Professional Financial Advisors bought 2,355 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $179K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.51% of Professional Financial Advisors's portfolio in Q3 2026, its #35 holding.
  • Professional Financial Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.