VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
1
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
$16.8M
CISOA
2
Capital Investment Services of America
Wisconsin
$7.17M
OCG
3
Opus Capital Group
Ohio
$5.63M
MWA
4
Mills Wealth Advisors
Texas
$4.5M
EC
5
Elequin Capital
New York
$3.02M
GWM
6
Greenwich Wealth Management
Connecticut
$1.96M
CCA
7
Conservest Capital Advisors
Pennsylvania
$1.61M
WF
8
Wayfinding Financial
Washington
$1.53M
CFS
9
CRA Financial Services
New Jersey
$1.29M
Jane Street
10
Jane Street
New York
$1.17M
EFS
11
Essex Financial Services
Connecticut
$913K
KFGG
12
Keystone Financial Group (Georgia)
Georgia
$900K
BEAM
13
Baker Ellis Asset Management
Washington
$810K
HG
14
Harbor Group
New Hampshire
$716K
PCM
15
Prospera Capital Management
Arizona
$707K
CA
16
CGN Advisors
Kansas
$681K
LA
17
Lindenwold Advisors
Pennsylvania
$577K
MWS
18
MFA Wealth Services
California
$558K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$460K
KLI
20
Kelman-Lazarov Inc
Tennessee
$430K
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$409K
Financial Engines Advisors
22
Financial Engines Advisors
California
$370K
BCG
23
Breakwater Capital Group
New Jersey
$332K
BTI
24
Blue Trust Inc
Georgia
$316K
GWA
25
Gutierrez Wealth Advisory
Arkansas
$292K