SPIA
VSDM

Steward Partners Investment Advisory’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Steward Partners Investment Advisory’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 		$78.9K Buy
+1,034
New +$79.5K ﹤0.01% 2519

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

Steward Partners Investment Advisory's VSDM Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 1,034 shares worth $78.9K. The stake represents ﹤0.01% of the portfolio and ranks #2519 among its holdings.

99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Steward Partners Investment Advisory held 1,034 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $78.9K as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2519 holding.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.