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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

16 hedge funds and large institutions have $29.7M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

78% more funds holding

Funds holding: 9 → 16 (+7)

17% less capital invested

Capital invested by funds: $35.9M → $29.7M (-$6.16M)

36.25% less ownership

Funds ownership: 77.32% → 41.07% (-36%)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
XML Financial
Maryland
+$10M
2
MWA
Mills Wealth Advisors
Texas
+$3.45M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$2.8M
4
WF
Wayfinding Financial
Washington
+$1.8M
5
CISOA
Capital Investment Services of America
Wisconsin
+$1.36M

Top Sellers

1
Jane Street
Jane Street
New York
-$28.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$364K
3
OMC
Old Mission Capital
Illinois
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1
XML Financial
Maryland
$10M +$10M +132,987 New
MWA
2
Mills Wealth Advisors
Texas
$4.25M +$3.45M +45,857 +432%
CISOA
3
Capital Investment Services of America
Wisconsin
$3.54M +$1.36M +18,130 +63%
CCA
4
Conservest Capital Advisors
Pennsylvania
$2.8M +$2.8M +37,214 New
Jane Street
5
Jane Street
New York
$2.57M -$28.3M -376,622 -92%
WF
6
Wayfinding Financial
Washington
$1.8M +$1.8M +23,903 New
CFS
7
CRA Financial Services
New Jersey
$1.28M +$401K +5,335 +46%
BEAM
8
Baker Ellis Asset Management
Washington
$836K +$527K +7,000 +171%
EFS
9
Essex Financial Services
Connecticut
$535K +$535K +7,105 New
MWS
10
MFA Wealth Services
California
$416K +$151K +2,011 +57%
BCG
11
Breakwater Capital Group
New Jersey
$382K +$382K +5,075 New
OCG
12
Opus Capital Group
Ohio
$334K +$334K +4,435 New
BTI
13
Blue Trust Inc
Georgia
$313K +$312K +4,150 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$295K +$295K +3,916 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$289K +$289K +3,840 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39K +$4.89K +65 +14%
JP Morgan Chase
17
JP Morgan Chase
New York
– -$364K -4,863 Closed
OMC
18
Old Mission Capital
Illinois
– -$345K -4,606 Closed

VSDM Hedge Fund Activity: Q1 2025 in Review

16 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) for Q1 2025, worth a combined $29.7M — down 17% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VSDM positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $10M. The largest seller was Jane Street, cutting an estimated $28.3M.

  • 16 institutional investors held Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) as of Q1 2025, up from 9 in Q4 2024.
  • Funds reported $29.7M of Vanguard Short Duration Tax-Exempt Bond ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 9 funds opened new Vanguard Short Duration Tax-Exempt Bond ETF positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest Vanguard Short Duration Tax-Exempt Bond ETF buyer in Q1 2025 was XML Financial, an estimated $10M added.
  • The largest Vanguard Short Duration Tax-Exempt Bond ETF seller in Q1 2025 was Jane Street, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2025.