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VSDMVanguard Short Duration Tax-Exe

Get income1y track recordRanked #332 of 1,650 in this goal

Seeks current income exempt from federal personal income taxes with limited price volatility.

By Vanguard · Launched 2024

Annual Cost

0.12%

#474 of 5,861 · low cost

Fund Size

$760M

#1,293 of 5,861 · large

Dividend YieldGoal

3.10%

Track Record

1 year

#3,862 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,329+3.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 4.6% of fundwell diversified

Vanguard Cmt Funds-Vanguard Municipal Cash Management Fund
1.1%
Texas Municipal Gas Acquisition & Supply Corp IV
0.5%
California Community Choice Financing Authority
0.5%
California Community Choice Financing Authority
0.4%
California Community Choice Financing Authority
0.4%
City of Minneapolis MN
0.3%
Energy Southeast A Cooperative District
0.3%
Main Street Natural Gas Inc
0.3%
Kentucky Public Energy Authority
0.3%
California Community Choice Financing Authority
0.3%

Asset allocation

Bonds
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.4%Low

Year-on-year price swings

Max drawdown
-1.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Avg maturity

10.4 years

Credit ratings

AAA
5.2%
AA
39.2%
A
38.6%
BBB
12.1%
BB
1.6%
Below B
0.1%
Other
3.1%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks current income exempt from federal personal income taxes with limited price volatility.
Strategy
Employs an active management approach, investing primarily in U.S. dollar-denominated municipal bonds from U.S. states and local governments. Typically invests in investment-grade bonds, with up to 20% in below investment-grade securities.
Inception date
November 21, 2024
Fund family
Vanguard

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Data updated on 2026-08-04