WF
VSDM

Wayfinding Financial’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Wayfinding Financial’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 		$275K Sell
3,608
-1,897
-34% -$146K 0.12% 118
2025
Q4 		$420K Sell
5,505
-14,583
-73% -$1.12M 0.18% 82
2025
Q3 		$1.54M Sell
20,088
-128
-0.6% -$9.75K 0.66% 31
2025
Q2 		$1.53M Sell
20,216
-3,687
-15% -$277K 0.69% 30
2025
Q1 		$1.8M Buy
+23,903
New +$1.8M 0.79% 27

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

Wayfinding Financial's VSDM Position: Q1 2026 in Review

Wayfinding Financial reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 34% in Q1 2026, selling an estimated $146K and leaving 3,608 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #118.

Wayfinding Financial first reported a position in VSDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2025. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Wayfinding Financial held 3,608 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $275K as of Q1 2026.
  • Wayfinding Financial sold 1,897 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $146K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.12% of Wayfinding Financial's portfolio in Q1 2026, its #118 holding.
  • Wayfinding Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Wayfinding Financial's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.8M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.