WAM
VSDM

Worth Asset Management’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Worth Asset Management’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 		$354K Buy
+4,614
New +$353K 0.11% 137

Other funds holding VSDM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 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
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Worth Asset Management's VSDM Position: Q2 2026 in Review

Worth Asset Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 4,614 shares worth $354K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings.

17 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Worth Asset Management held 4,614 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $354K as of Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Worth Asset Management position in Q2 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.11% of Worth Asset Management's portfolio in Q2 2026, its #137 holding.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.