Sageworth Trust’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Sageworth Trust’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	$19.1M	Buy	+256,500	New	+$19.5M	0.72%	17

Other funds holding VSDM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

Sageworth Trust's VSDM Position: Q3 2026 in Review

Sageworth Trust opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q3 2026: 256,500 shares worth $19.1M. The stake represents 0.72% of the portfolio and ranks #17 among its holdings.

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

Sageworth Trust held 256,500 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $19.1M as of Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new Sageworth Trust position in Q3 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.72% of Sageworth Trust's portfolio in Q3 2026, its #17 holding.
64 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Sageworth Trust's 13F filing for Q3 2026, filed 30 Oct 2026.