Waverly Advisors
VSDM icon

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
Q2 		$448K Buy
5,850
+10
+0.2% +$764 ﹤0.01% 1229
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

Capital Investment Services of America
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
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
American Investment Services
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Waverly Advisors's VSDM Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 0.17% in Q2 2026, buying an estimated $764 and bringing the position to 5,850 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Waverly Advisors first reported a position in VSDM in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Waverly Advisors held 5,850 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $448K as of Q2 2026.
  • Waverly Advisors bought 10 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $764.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1229 holding.
  • Waverly Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.