Wedmont Private Capital
VSDM icon

Wedmont Private Capital’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Wedmont Private Capital’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
Q3 		$1.4M Buy
18,853
+5,697
+43% +$432K 0.03% 294
2026
Q2 		$1M Buy
+13,156
New +$1.01M 0.03% 353

Other funds holding VSDM

SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Wedmont Private Capital's VSDM Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 43% in Q3 2026, buying an estimated $432K and bringing the position to 18,853 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #294.

Wedmont Private Capital first reported a position in VSDM in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

  • Wedmont Private Capital held 18,853 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.4M as of Q3 2026.
  • Wedmont Private Capital bought 5,697 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $432K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #294 holding.
  • Wedmont Private Capital first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.