BEAM
VSDM

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

Baker Ellis 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 		$1.26M Buy
16,400
+1,000
+6% +$76.4K 0.13% 106
2026
Q1 		$1.17M Hold
15,400
– – 0.14% 108
2025
Q4 		$1.18M Buy
15,400
+3,700
+32% +$283K 0.14% 104
2025
Q3 		$897K Buy
11,700
+1,000
+9% +$76.2K 0.11% 122
2025
Q2 		$810K Sell
10,700
-400
-4% -$30K 0.11% 118
2025
Q1 		$836K Buy
11,100
+7,000
+171% +$527K 0.12% 118
2024
Q4 		$307K Buy
+4,100
New +$308K 0.05% 177

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Baker Ellis Asset Management's VSDM Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 6.5% in Q2 2026, buying an estimated $76.4K and bringing the position to 16,400 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #106.

Baker Ellis Asset Management first reported a position in VSDM in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Baker Ellis Asset Management held 16,400 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.26M as of Q2 2026.
  • Baker Ellis Asset Management bought 1,000 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $76.4K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.13% of Baker Ellis Asset Management's portfolio in Q2 2026, its #106 holding.
  • Baker Ellis Asset Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.