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

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

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

Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return

S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return