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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

99 hedge funds and large institutions have $178M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

400% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 10

50% more capital invested

Capital invested by funds: $119M → $178M (+$59.1M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more funds holding

Funds holding: 7599 (+24)

3.89% less ownership

Funds ownership: 40.31%36.43% (-3.9%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
Increased
50
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
26
Blue Trust Inc
Georgia
$1.94M +$1.62M +21,131 +496%
VP
27
Verum Partners
North Carolina
$1.64M +$174K +2,266 +12%
LPL Financial
28
LPL Financial
California
$1.57M +$1.02M +13,256 +182%
Financial Engines Advisors
29
Financial Engines Advisors
California
$1.44M +$845K +10,996 +141%
CFS
30
CRA Financial Services
New Jersey
$1.4M +$44.6K +580 +3%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.21M +$1.22M +15,910 New
BEW
32
Burton Enright Welch
California
$1.18M +$61.3K +798 +5%
BEAM
33
Baker Ellis Asset Management
Washington
$1.17M
BFO
34
Boston Family Office
Massachusetts
$1.16M +$18.9K +246 +2%
BCG
35
Breakwater Capital Group
New Jersey
$1.15M +$161K +2,097 +16%
MWS
36
MFA Wealth Services
California
$1.14M +$20.5K +267 +2%
SFGP
37
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.13M +$347K +4,510 +44%
EFS
38
Essex Financial Services
Connecticut
$1.13M +$24K +312 +2%
P
39
&Partners
Tennessee
$1.07M +$846K +11,000 New
HF
40
HRT Financial
New York
$981K +$989K +12,861 New
SAW
41
Signal Advisors Wealth
Michigan
$852K +$858K +11,165 New
AWA
42
Acumen Wealth Advisors
Tennessee
$844K +$830K +10,802 +4,123%
KLI
43
Kelman-Lazarov Inc
Tennessee
$804K +$22.1K +288 +3%
CA
44
Clearstead Advisors
Ohio
$744K +$750K +9,751 New
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$740K +$284K +3,700 +62%
GVAG
46
Great Valley Advisor Group
Delaware
$729K +$735K +9,555 New
PCM
47
Prospera Capital Management
Arizona
$713K
IWC
48
Integrated Wealth Concepts
Massachusetts
$665K +$670K +8,715 New
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$640K +$154 +2 +0%
TWM
50
Timmons Wealth Management
Massachusetts
$586K +$330K +4,292 +127%