BFO
VSDM

Boston Family Office’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Boston Family Office’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 		$1.57M Buy
20,487
+5,252
+34% +$401K 0.1% 153
2026
Q1 		$1.16M Buy
15,235
+246
+2% +$18.9K 0.08% 162
2025
Q4 		$1.15M Buy
14,989
+5,563
+59% +$425K 0.07% 156
2025
Q3 		$723K Buy
+9,426
New +$718K 0.05% 182

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

Boston Family Office's VSDM Position: Q2 2026 in Review

Boston Family Office increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 34% in Q2 2026, buying an estimated $401K and bringing the position to 20,487 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #153.

Boston Family Office first reported a position in VSDM in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Boston Family Office held 20,487 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.57M as of Q2 2026.
  • Boston Family Office bought 5,252 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $401K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.1% of Boston Family Office's portfolio in Q2 2026, its #153 holding.
  • Boston Family Office first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.