TD Capital Management
VSDM icon

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

TD Capital Management’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 		$8.1M Buy
108,850
+65,377
+150% +$4.96M 0.66% 38
2026
Q2 		$3.33M Buy
+43,473
New +$3.32M 0.27% 51

Other funds holding VSDM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

TD Capital Management's VSDM Position: Q3 2026 in Review

TD Capital Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 150% in Q3 2026, buying an estimated $4.96M and bringing the position to 108,850 shares worth $8.1M. The position accounts for 0.66% of the portfolio, ranked #38.

TD Capital Management first reported a position in VSDM in Q2 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • TD Capital Management held 108,850 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $8.1M as of Q3 2026.
  • TD Capital Management bought 65,377 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $4.96M.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.66% of TD Capital Management's portfolio in Q3 2026, its #38 holding.
  • TD Capital Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.