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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
Jane Street
51
Jane Street
New York
$579K -$4.51M -58,682 -89%
QFPS
52
Quantum Financial Planning Services
Washington
$576K +$1.54K +20 +0.3%
EH
53
Equitable Holdings
New York
$556K +$560K +7,284 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$553K -$3.45M -44,835 -86%
SIA
55
Soltis Investment Advisors
Utah
$536K +$241K +3,133 +80%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$534K +$538K +7,000 New
GWA
57
Gutierrez Wealth Advisory
Arkansas
$508K +$147K +1,908 +40%
LRPA
58
L. Roy Papp & Associates
Arizona
$497K +$501K +6,520 New
WA
59
Waverly Advisors
Alabama
$446K +$47.3K +615 +12%
BMCM
60
Bryn Mawr Capital Management
Pennsylvania
$425K +$177K +2,300 +70%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$414K +$2.15K +28 +0.5%
SMAM
62
Sugar Maple Asset Management
Wisconsin
$406K +$178K +2,318 +77%
BPA
63
Beacon Pointe Advisors
California
$374K +$102K +1,333 +37%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$360K -$255K -3,314 -41%
FPH
65
Financial Planning Hawaii
Hawaii
$346K +$615 +8 +0.2%
AG
66
Ascent Group
Virginia
$314K +$64.8K +843 +26%
SWP
67
Stratos Wealth Partners
Ohio
$305K +$308K +4,003 New
AIM
68
Advyzon Investment Management
Illinois
$293K -$4.69K -61 -2%
CCA
69
Conservest Capital Advisors
Pennsylvania
$279K -$1.36M -17,697 -83%
CTWM
70
Cherry Tree Wealth Management
Minnesota
$276K +$278K +3,621 New
WF
71
Wayfinding Financial
Washington
$275K -$146K -1,897 -34%
KAS
72
Kestra Advisory Services
Texas
$260K +$15.7K +204 +6%
DDPIC
73
Deroy & Devereaux Private Investment Counsel
Michigan
$259K
MHR
74
Matthew Hamilton Rosenberg
$244K +$246K +3,202 New
CIAS
75
CFS Investment Advisory Services
New Jersey
$239K +$240K +3,118 New