VSDM

Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Overview Fund Activity

30 hedge funds and large institutions have $54M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+14
Holders Change %
+87.5%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VP
1
Verum Partners
North Carolina
$16.8M
2
OCG
2
Opus Capital Group
Ohio
$5.64M
3
CISOA
3
Capital Investment Services of America
Wisconsin
$7.17M
4
EC
4
Elequin Capital
New York
$3.02M
5
GWM
5
Greenwich Wealth Management
Connecticut
$1.96M

Top Sellers

1
XF
1
XML Financial
Maryland
$0
2
Jane Street
2
Jane Street
New York
$1.17M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$1.61M
4
WF
4
Wayfinding Financial
Washington
$1.54M
5
BCG
5
Breakwater Capital Group
New Jersey
$332K
Name Market Value Shares Shares
Change 		Shares
Change %
VP
1
Verum Partners
North Carolina
$16.8M 222,336 +222,336 New
CISOA
2
Capital Investment Services of America
Wisconsin
$7.17M 94,690 +47,740 +102%
OCG
3
Opus Capital Group
Ohio
$5.64M 74,427 +69,992 +1,578%
MWA
4
Mills Wealth Advisors
Texas
$4.5M 59,474 +3,010 +5%
EC
5
Elequin Capital
New York
$3.02M 39,920 +39,920 New
GWM
6
Greenwich Wealth Management
Connecticut
$1.96M 25,894 +25,894 New
CCA
7
Conservest Capital Advisors
Pennsylvania
$1.61M 21,274 -15,940 -43%
WF
8
Wayfinding Financial
Washington
$1.54M 20,216 -3,687 -15%
CFS
9
CRA Financial Services
New Jersey
$1.29M 16,973 – –
Jane Street
10
Jane Street
New York
$1.17M 15,397 -18,763 -55%
EFS
11
Essex Financial Services
Connecticut
$913K 12,055 +4,950 +70%
KFGG
12
Keystone Financial Group (Georgia)
Georgia
$900K 11,890 +11,890 New
BEAM
13
Baker Ellis Asset Management
Washington
$810K 10,700 -400 -4%
HG
14
Harbor Group
New Hampshire
$716K 9,452 +9,452 New
PCML
15
Prospera Capital Management, LLC
Arizona
$707K 9,342 +9,342 New
CA
16
CGN Advisors
Kansas
$681K 8,996 +8,996 New
LA
17
Lindenwold Advisors
Pennsylvania
$577K 7,625 +7,625 New
MWS
18
MFA Wealth Services
California
$558K 7,373 +1,846 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$460K 6,080 +2,164 +55%
KLI
20
Kelman-Lazarov Inc
Tennessee
$430K 5,681 +1,841 +48%
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$409K 5,400 +5,400 New
Financial Engines Advisors
22
Financial Engines Advisors
California
$370K 4,893 +4,893 New
BCG
23
Breakwater Capital Group
New Jersey
$332K 4,387 -688 -14%
BTI
24
Blue Trust Inc
Georgia
$316K 4,180 +30 +0.7%
GWA
25
Gutierrez Wealth Advisory
Arkansas
$292K 3,860 +3,860 New
1
2