We are live on ! Find out more
VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

75 hedge funds and large institutions have $119M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

56% more funds holding

Funds holding: 4875 (+27)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $85.5M → $119M (+$33.5M)

1.59% less ownership

Funds ownership: 41.91%40.31% (-1.6%)

Holders
75
Holders Change
+27
Holders Change %
+56.25%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
31
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBA
76
von Borstel & Associates
Oregon
-$2.62M -34,313 Closed
IWC
77
Integrated Wealth Concepts
Massachusetts
-$665K -8,665 Closed
BAM
78
Belpointe Asset Management
Nevada
-$266K -3,470 Closed
WIA
79
World Investment Advisors
California
-$228K -2,967 Closed
JWCA
80
J.W. Cole Advisors
Florida
-$206K -2,680 Closed
HI
81
Harbour Investments
Wisconsin
-$67.8K -884 Closed