RWM
VSDM

Rialto Wealth Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Rialto Wealth 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
Q1 		$2.79M Buy
36,598
+6,399
+21% +$492K 0.63% 34
2025
Q4 		$2.31M Buy
30,199
+17,648
+141% +$1.35M 0.55% 39
2025
Q3 		$963K Buy
+12,551
New +$956K 0.25% 70

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
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 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

Rialto Wealth Management's VSDM Position: Q1 2026 in Review

Rialto Wealth Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 21% in Q1 2026, buying an estimated $492K and bringing the position to 36,598 shares worth $2.79M. The position accounts for 0.63% of the portfolio, ranked #34.

Rialto Wealth Management first reported a position in VSDM in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Rialto Wealth Management held 36,598 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.79M as of Q1 2026.
  • Rialto Wealth Management bought 6,399 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $492K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.63% of Rialto Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Rialto Wealth Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.