VSDM

Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Overview Fund Activity

30 hedge funds and large institutions have $54M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+14
Holders Change %
+87.5%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VP
Verum Partners
North Carolina
$16.8M
2
OCG
Opus Capital Group
Ohio
$5.64M
3
CISOA
Capital Investment Services of America
Wisconsin
$7.17M
4
EC
Elequin Capital
New York
$3.02M
5
GWM
Greenwich Wealth Management
Connecticut
$1.96M

Top Sellers

1
XF
XML Financial
Maryland
$0
2
Jane Street
Jane Street
New York
$1.17M
3
CCA
Conservest Capital Advisors
Pennsylvania
$1.61M
4
WF
Wayfinding Financial
Washington
$1.54M
5
BCG
Breakwater Capital Group
New Jersey
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
1
Verum Partners
North Carolina
$16.8M +$16.8M +222,336 New
CISOA
2
Capital Investment Services of America
Wisconsin
$7.17M +$3.61M +47,740 +102%
OCG
3
Opus Capital Group
Ohio
$5.64M +$5.3M +69,992 +1,578%
MWA
4
Mills Wealth Advisors
Texas
$4.5M +$228K +3,010 +5%
EC
5
Elequin Capital
New York
$3.02M +$3.02M +39,920 New
GWM
6
Greenwich Wealth Management
Connecticut
$1.96M +$1.96M +25,894 New
CCA
7
Conservest Capital Advisors
Pennsylvania
$1.61M -$1.21M -15,940 -43%
WF
8
Wayfinding Financial
Washington
$1.54M -$280K -3,687 -15%
CFS
9
CRA Financial Services
New Jersey
$1.29M – – –
Jane Street
10
Jane Street
New York
$1.17M -$1.42M -18,763 -55%
EFS
11
Essex Financial Services
Connecticut
$913K +$375K +4,950 +70%
KFGG
12
Keystone Financial Group (Georgia)
Georgia
$900K +$900K +11,890 New
BEAM
13
Baker Ellis Asset Management
Washington
$810K -$30.3K -400 -4%
HG
14
Harbor Group
New Hampshire
$716K +$716K +9,452 New
PCM
15
Prospera Capital Management
Arizona
$707K +$707K +9,342 New
CA
16
CGN Advisors
Kansas
$681K +$681K +8,996 New
LA
17
Lindenwold Advisors
Pennsylvania
$577K +$577K +7,625 New
MWS
18
MFA Wealth Services
California
$558K +$140K +1,846 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$460K +$164K +2,164 +55%
KLI
20
Kelman-Lazarov Inc
Tennessee
$430K +$139K +1,841 +48%
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$409K +$409K +5,400 New
Financial Engines Advisors
22
Financial Engines Advisors
California
$370K +$370K +4,893 New
BCG
23
Breakwater Capital Group
New Jersey
$332K -$52.1K -688 -14%
BTI
24
Blue Trust Inc
Georgia
$316K +$2.27K +30 +0.7%
GWA
25
Gutierrez Wealth Advisory
Arkansas
$292K +$292K +3,860 New
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