BCG
VSDM

Breakwater Capital Group’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Breakwater Capital Group’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 		$679K Sell
8,864
-6,164
-41% -$471K 0.08% 212
2026
Q1 		$1.15M Buy
15,028
+2,097
+16% +$161K 0.15% 143
2025
Q4 		$989K Buy
12,931
+2,604
+25% +$199K 0.14% 152
2025
Q3 		$792K Buy
10,327
+5,940
+135% +$452K 0.12% 170
2025
Q2 		$332K Sell
4,387
-688
-14% -$51.6K 0.05% 273
2025
Q1 		$382K Buy
+5,075
New +$382K 0.07% 235

Other funds holding VSDM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Breakwater Capital Group's VSDM Position: Q2 2026 in Review

Breakwater Capital Group reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 41% in Q2 2026, selling an estimated $471K and leaving 8,864 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #212.

Breakwater Capital Group first reported a position in VSDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2026. 17 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Breakwater Capital Group held 8,864 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $679K as of Q2 2026.
  • Breakwater Capital Group sold 6,164 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $471K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.08% of Breakwater Capital Group's portfolio in Q2 2026, its #212 holding.
  • Breakwater Capital Group first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Breakwater Capital Group's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.15M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.