TAGStone Capital’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

TAGStone Capital’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 Q2	$235K	Buy	+3,066	New	+$234K	0.07%	131

Other funds holding VSDM

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TAGStone Capital's VSDM Position: Q2 2026 in Review

TAGStone Capital opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 3,066 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings.

123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

TAGStone Capital held 3,066 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $235K as of Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new TAGStone Capital position in Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.07% of TAGStone Capital's portfolio in Q2 2026, its #131 holding.
123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.