VWA
VSDM

VSM Wealth Advisory’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

VSM Wealth Advisory’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 		$708K Buy
+6,989
New +$534K 0.19% 50

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
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

VSM Wealth Advisory's VSDM Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 6,989 shares worth $708K. The stake represents 0.19% of the portfolio and ranks #50 among its holdings.

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

  • VSM Wealth Advisory held 6,989 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $708K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new VSM Wealth Advisory position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.19% of VSM Wealth Advisory's portfolio in Q2 2026, its #50 holding.
  • 48 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.