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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

32 hedge funds and large institutions have $55M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

100% more funds holding

Funds holding: 1632 (+16)

85% more capital invested

Capital invested by funds: $29.7M → $55M (+$25.3M)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

7.33% more ownership

Funds ownership: 41.07%48.4% (+7.3%)

Holders
32
Holders Change
+16
Holders Change %
+100%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1
Verum Partners
North Carolina
$16.8M +$16.7M +222,336 New
CISOA
2
Capital Investment Services of America
Wisconsin
$7.17M +$3.58M +47,740 +102%
OCG
3
Opus Capital Group
Ohio
$5.63M +$5.25M +69,992 +1,578%
MWA
4
Mills Wealth Advisors
Texas
$4.5M +$226K +3,010 +5%
EC
5
Elequin Capital
New York
$3.02M +$3M +39,920 New
GWM
6
Greenwich Wealth Management
Connecticut
$1.96M +$1.94M +25,894 New
CCA
7
Conservest Capital Advisors
Pennsylvania
$1.61M -$1.2M -15,940 -43%
WF
8
Wayfinding Financial
Washington
$1.53M -$277K -3,687 -15%
CFS
9
CRA Financial Services
New Jersey
$1.29M
Jane Street
10
Jane Street
New York
$1.17M -$1.41M -18,763 -55%
BEW
11
Burton Enright Welch
California
$931K +$922K +12,292 New
EFS
12
Essex Financial Services
Connecticut
$913K +$371K +4,950 +70%
KFGG
13
Keystone Financial Group (Georgia)
Georgia
$900K +$892K +11,890 New
BEAM
14
Baker Ellis Asset Management
Washington
$810K -$30K -400 -4%
HG
15
Harbor Group
New Hampshire
$716K +$709K +9,452 New
PCM
16
Prospera Capital Management
Arizona
$707K +$701K +9,342 New
CA
17
CGN Advisors
Kansas
$681K +$675K +8,996 New
LA
18
Lindenwold Advisors
Pennsylvania
$577K +$572K +7,625 New
MWS
19
MFA Wealth Services
California
$558K +$139K +1,846 +33%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$460K +$162K +2,164 +55%
KLI
21
Kelman-Lazarov Inc
Tennessee
$430K +$138K +1,841 +48%
NEWAS
22
N.E.W. Advisory Services
Wisconsin
$409K +$405K +5,400 New
Financial Engines Advisors
23
Financial Engines Advisors
California
$370K +$367K +4,893 New
BCG
24
Breakwater Capital Group
New Jersey
$332K -$51.6K -688 -14%
BTI
25
Blue Trust Inc
Georgia
$316K +$2.25K +30 +0.7%

VSDM Hedge Fund Activity: Q2 2025 in Review

32 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) for Q2 2025, worth a combined $55M — up 85% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VSDM positions and 1 closed out — a net gain of 16 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Verum Partners, opening a new position worth an estimated $16.7M. The largest seller was XML Financial, exiting entirely with an estimated $10M sold.

  • 32 institutional investors held Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) as of Q2 2025, up from 16 in Q1 2025.
  • Funds reported $55M of Vanguard Short Duration Tax-Exempt Bond ETF stock for Q2 2025, up 85% quarter-over-quarter.
  • 17 funds opened new Vanguard Short Duration Tax-Exempt Bond ETF positions in Q2 2025 and 1 closed out, a net change of +16 holders.
  • The largest Vanguard Short Duration Tax-Exempt Bond ETF buyer in Q2 2025 was Verum Partners, an estimated $16.7M added.
  • The largest Vanguard Short Duration Tax-Exempt Bond ETF seller in Q2 2025 was XML Financial, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2025.