WA
VSDM

Waverly Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Waverly Advisors’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
Q1 		$446K Buy
5,840
+615
+12% +$47.3K ﹤0.01% 1141
2025
Q4 		$399K Buy
+5,225
New +$400K ﹤0.01% 1100

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Waverly Advisors's VSDM Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 12% in Q1 2026, buying an estimated $47.3K and bringing the position to 5,840 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Waverly Advisors first reported a position in VSDM in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Waverly Advisors held 5,840 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $446K as of Q1 2026.
  • Waverly Advisors bought 615 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $47.3K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1141 holding.
  • Waverly Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.