WIA
VSDM

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

World Investment 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
2025
Q4 		– Sell
-2,967
Closed -$228K – 1564
2025
Q3 		$228K Buy
+2,967
New +$226K ﹤0.01% 1109

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

World Investment Advisors's VSDM Position: Q4 2025 in Review

World Investment Advisors sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q4 2025, closing a stake of 2,967 shares — an estimated $228K sold.

World Investment Advisors first reported a position in VSDM in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 75 funds tracked by Wall St. Rank hold VSDM as of Q4 2025.

  • World Investment Advisors reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 2,967 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q4 2025, an estimated $228K.
  • World Investment Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • World Investment Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $228K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.