XF
VSDM

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

XML 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
2025
Q2 		– Sell
-132,987
Closed -$10M – 408
2025
Q1 		$10M Buy
+132,987
New +$10M 0.93% 29

Other funds holding VSDM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

XML Financial's VSDM Position: Q2 2025 in Review

XML Financial sold out of Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2025, closing a stake of 132,987 shares — an estimated $10M sold.

XML Financial first reported a position in VSDM in Q1 2025 and held it in 1 quarter. The position peaked at $10M in Q1 2025. 32 funds tracked by Wall St. Rank hold VSDM as of Q2 2025.

  • XML Financial reported no remaining Vanguard Short Duration Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • XML Financial sold 132,987 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2025, an estimated $10M.
  • XML Financial first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and held it in 1 quarter.
  • XML Financial's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $10M in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2025.

Based on XML Financial's 13F filing for Q2 2025, filed 17 Jul 2025.