SIA
VSDM

Soltis Investment Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Soltis Investment 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
Q1 		$536K Buy
7,026
+3,133
+80% +$241K 0.03% 329
2025
Q4 		$298K Buy
+3,893
New +$298K 0.02% 404

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 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 $191M AUM 13.82% 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

Soltis Investment Advisors's VSDM Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 80% in Q1 2026, buying an estimated $241K and bringing the position to 7,026 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #329.

Soltis Investment Advisors first reported a position in VSDM in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Soltis Investment Advisors held 7,026 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $536K as of Q1 2026.
  • Soltis Investment Advisors bought 3,133 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $241K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #329 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.