BPA
VSDM

Beacon Pointe Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Beacon Pointe Advisors’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 		$276K Sell
3,600
-1,300
-27% -$99.3K ﹤0.01% 1650
2026
Q1 		$374K Buy
4,900
+1,333
+37% +$102K ﹤0.01% 1421
2025
Q4 		$273K Hold
3,567
– – ﹤0.01% 1309
2025
Q3 		$274K Buy
+3,567
New +$272K ﹤0.01% 1215

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

Beacon Pointe Advisors's VSDM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 27% in Q2 2026, selling an estimated $99.3K and leaving 3,600 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Beacon Pointe Advisors first reported a position in VSDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $374K in Q1 2026. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Beacon Pointe Advisors held 3,600 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $276K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,300 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $99.3K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1650 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $374K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.