VBA
VSDM

von Borstel & Associates’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-34,313
Closed -$2.62M – 170
2025
Q3 		$2.62M Buy
+34,313
New +$2.61M 0.4% 36

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
MSWM
Master's Wealth Management Lancaster, Pennsylvania $332M AUM 18.75% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

von Borstel & Associates's VSDM Position: Q4 2025 in Review

von Borstel & Associates sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q4 2025, closing a stake of 34,313 shares — an estimated $2.62M sold.

von Borstel & Associates first reported a position in VSDM in Q3 2025 and held it in 1 quarter. The position peaked at $2.62M in Q3 2025. 75 funds tracked by Wall St. Rank hold VSDM as of Q4 2025.

  • von Borstel & Associates reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 34,313 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q4 2025, an estimated $2.62M.
  • von Borstel & Associates first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $2.62M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.