VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

73 hedge funds and large institutions have $117M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CISOA
1
Capital Investment Services of America
Wisconsin
$18.2M
OCG
2
Opus Capital Group
Ohio
$8.28M
CA
3
CGN Advisors
Kansas
$7.46M
KFGG
4
Keystone Financial Group (Georgia)
Georgia
$6.84M
SAM
5
S.A. Mason
Michigan
$6.39M
MWA
6
Mills Wealth Advisors
Texas
$5.86M
Jane Street
7
Jane Street
New York
$5.07M
APW
8
Alliance Private Wealth
Massachusetts
$4.05M
MSWM
9
Master's Wealth Management
Pennsylvania
$3.27M
MFWP
10
Mosaic Family Wealth Partners
Missouri
$3.25M
Truist Financial
11
Truist Financial
North Carolina
$2.78M
GWM
12
Greenwich Wealth Management
Connecticut
$2.75M
DWM
13
Dakota Wealth Management
Florida
$2.65M
TWM
14
Topsail Wealth Management
North Carolina
$2.46M
RWM
15
Rialto Wealth Management
New York
$2.31M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.25M
AWM
17
Aprio Wealth Management
Georgia
$2.06M
Corient Private Wealth
18
Corient Private Wealth
Florida
$1.99M
PWM
19
Platt Wealth Management
California
$1.72M
CCA
20
Conservest Capital Advisors
Pennsylvania
$1.63M
VP
21
Verum Partners
North Carolina
$1.47M
CFS
22
CRA Financial Services
New Jersey
$1.36M
BEAM
23
Baker Ellis Asset Management
Washington
$1.18M
BFO
24
Boston Family Office
Massachusetts
$1.15M
MWS
25
MFA Wealth Services
California
$1.12M