S.A. Mason’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

S.A. Mason’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	$13.4M	Buy	179,761 +15,873	+10%	+$1.2M	3.93%	2
2026 Q2	$12.6M	Buy	163,888 +44,841	+38%	+$3.43M	3.86%	2
2026 Q1	$9.08M	Buy	119,047 +35,469	+42%	+$2.73M	3.41%	3
2025 Q4	$6.39M	Buy	+83,578	New	+$6.39M	2.53%	5

Other funds holding VSDM

KFGG

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

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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

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

S.A. Mason's VSDM Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.7% in Q3 2026, buying an estimated $1.2M and bringing the position to 179,761 shares worth $13.4M. The position accounts for 3.93% of the portfolio, ranked #2.

S.A. Mason first reported a position in VSDM in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

S.A. Mason held 179,761 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $13.4M as of Q3 2026.
S.A. Mason bought 15,873 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.2M.
Vanguard Short Duration Tax-Exempt Bond ETF made up 3.93% of S.A. Mason's portfolio in Q3 2026, its #2 holding.
S.A. Mason first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.