WSFS
VSDM

Wilmington Savings Fund Society’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-2,158
Closed -$165K – 1559
2026
Q1 		$165K Hold
2,158
– – ﹤0.01% 630
2025
Q4 		$165K Buy
+2,158
New +$165K ﹤0.01% 636

Other funds holding VSDM

CISOA
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Truist Financial
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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
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wilmington Savings Fund Society's VSDM Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026, closing a stake of 2,158 shares — an estimated $165K sold.

Wilmington Savings Fund Society first reported a position in VSDM in Q4 2025 and held it in 2 quarters. The position peaked at $165K in Q4 2025. 47 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,158 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $165K.
  • Wilmington Savings Fund Society first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $165K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.