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

Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return