BAM
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
Q2 		$3.86M Buy
50,421
+9,800
+24% +$749K 0.13% 148
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 $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

Belpointe Asset Management's VSDM Position: Q2 2026 in Review

Belpointe Asset Management increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 24% in Q2 2026, buying an estimated $749K and bringing the position to 50,421 shares worth $3.86M. The position accounts for 0.13% of the portfolio, ranked #148.

Belpointe Asset Management first reported a position in VSDM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Belpointe Asset Management held 50,421 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $3.86M as of Q2 2026.
  • Belpointe Asset Management bought 9,800 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $749K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #148 holding.
  • Belpointe Asset Management first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.