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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

48 hedge funds and large institutions have $85.5M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 3 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

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $55M → $85.5M (+$30.5M)

50% more funds holding

Funds holding: 3248 (+16)

6.5% less ownership

Funds ownership: 48.4%41.91% (-6.5%)

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
23
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1
Verum Partners
North Carolina
$17.2M +$152K +2,000 +0.9%
CISOA
2
Capital Investment Services of America
Wisconsin
$12.2M +$4.86M +63,835 +67%
OCG
3
Opus Capital Group
Ohio
$6.35M +$637K +8,360 +11%
CA
4
CGN Advisors
Kansas
$6.3M +$5.58M +73,200 +814%
MWA
5
Mills Wealth Advisors
Texas
$5.85M +$1.28M +16,850 +28%
KFGG
6
Keystone Financial Group (Georgia)
Georgia
$4.49M +$3.55M +46,604 +392%
VBA
7
von Borstel & Associates
Oregon
$2.62M +$2.61M +34,313 New
TWM
8
Topsail Wealth Management
North Carolina
$2.44M +$2.42M +31,787 New
GWM
9
Greenwich Wealth Management
Connecticut
$2.17M +$187K +2,460 +10%
Corient Private Wealth
10
Corient Private Wealth
Florida
$2M +$1.98M +26,041 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.99M +$1.51M +19,841 +326%
LA
12
Lindenwold Advisors
Pennsylvania
$1.77M +$1.18M +15,450 +203%
CCA
13
Conservest Capital Advisors
Pennsylvania
$1.63M
WF
14
Wayfinding Financial
Washington
$1.54M -$9.75K -128 -0.6%
CFS
15
CRA Financial Services
New Jersey
$1.36M +$58.6K +770 +5%
Jane Street
16
Jane Street
New York
$1.05M -$135K -1,772 -12%
BEW
17
Burton Enright Welch
California
$1.04M +$100K +1,313 +11%
EFS
18
Essex Financial Services
Connecticut
$1.02M +$98.3K +1,290 +11%
RWM
19
Rialto Wealth Management
New York
$963K +$956K +12,551 New
BEAM
20
Baker Ellis Asset Management
Washington
$897K +$76.2K +1,000 +9%
EC
21
Elequin Capital
New York
$897K -$2.15M -28,222 -71%
BCG
22
Breakwater Capital Group
New Jersey
$792K +$452K +5,940 +135%
HG
23
Harbor Group
New Hampshire
$771K +$46.1K +605 +6%
DDPIC
24
Deroy & Devereaux Private Investment Counsel
Michigan
$759K +$754K +9,900 New
BFO
25
Boston Family Office
Massachusetts
$723K +$718K +9,426 New