VT
VSDM

Vise Technologies’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Vise Technologies’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 		– Sell
-2,745
Closed -$210K – 1969
2026
Q1 		$210K Hold
2,745
– – ﹤0.01% 1353
2025
Q4 		$210K Buy
+2,745
New +$210K ﹤0.01% 1363

Other funds holding VSDM

CISOA
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
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Vise Technologies's VSDM Position: Q2 2026 in Review

Vise Technologies sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026, closing a stake of 2,745 shares — an estimated $210K sold.

Vise Technologies first reported a position in VSDM in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Vise Technologies reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 2,745 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $210K.
  • Vise Technologies first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Vise Technologies's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $210K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.