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VSDM

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

Belpointe 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
Q1 		$3.1M Buy
+40,621
New +$3.12M 0.11% 172
2025
Q4 		– Sell
-3,470
Closed -$266K – 1125
2025
Q3 		$266K Buy
+3,470
New +$264K 0.01% 831

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Belpointe Asset Management's VSDM Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q1 2026: 40,621 shares worth $3.1M. The stake represents 0.11% of the portfolio and ranks #172 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in VSDM as recently as Q3 2025.

Belpointe Asset Management first reported a position in VSDM in Q3 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Belpointe Asset Management held 40,621 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.1M as of Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF was a new Belpointe Asset Management position in Q1 2026.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.11% of Belpointe Asset Management's portfolio in Q1 2026, its #172 holding.
  • Belpointe Asset Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.