PCM
VSDM

Prospera Capital Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Prospera Capital Management’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 		$715K Hold
9,342
– – 0.22% 29
2026
Q1 		$713K Hold
9,342
– – 0.36% 24
2025
Q4 		$714K Hold
9,342
– – 0.36% 22
2025
Q3 		$717K Hold
9,342
– – 0.35% 22
2025
Q2 		$707K Buy
+9,342
New +$701K 0.39% 20

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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prospera Capital Management's VSDM Position: Q2 2026 in Review

Prospera Capital Management held its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) position steady in Q2 2026 at 9,342 shares worth $715K. The position accounts for 0.22% of the portfolio, ranked #29.

Prospera Capital Management first reported a position in VSDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $717K in Q3 2025. 55 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Prospera Capital Management held 9,342 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $715K as of Q2 2026.
  • Prospera Capital Management left its Vanguard Short Duration Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.22% of Prospera Capital Management's portfolio in Q2 2026, its #29 holding.
  • Prospera Capital Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Prospera Capital Management's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $717K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.