VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

45 hedge funds and large institutions have $82.7M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1
Verum Partners
North Carolina
$17.2M
CISOA
2
Capital Investment Services of America
Wisconsin
$12.2M
OCG
3
Opus Capital Group
Ohio
$6.35M
CA
4
CGN Advisors
Kansas
$6.3M
MWA
5
Mills Wealth Advisors
Texas
$5.85M
KFGG
6
Keystone Financial Group (Georgia)
Georgia
$4.49M
VBA
7
von Borstel & Associates
Oregon
$2.62M
TWM
8
Topsail Wealth Management
North Carolina
$2.44M
GWM
9
Greenwich Wealth Management
Connecticut
$2.17M
Corient Private Wealth
10
Corient Private Wealth
Florida
$2M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.99M
CCA
12
Conservest Capital Advisors
Pennsylvania
$1.63M
WF
13
Wayfinding Financial
Washington
$1.54M
CFS
14
CRA Financial Services
New Jersey
$1.36M
Jane Street
15
Jane Street
New York
$1.05M
EFS
16
Essex Financial Services
Connecticut
$1.02M
RWM
17
Rialto Wealth Management
New York
$963K
BEAM
18
Baker Ellis Asset Management
Washington
$897K
EC
19
Elequin Capital
New York
$897K
BCG
20
Breakwater Capital Group
New Jersey
$792K
HG
21
Harbor Group
New Hampshire
$771K
DDPIC
22
Deroy & Devereaux Private Investment Counsel
Michigan
$759K
BFO
23
Boston Family Office
Massachusetts
$723K
PCM
24
Prospera Capital Management
Arizona
$717K
IWC
25
Integrated Wealth Concepts
Massachusetts
$665K