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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

75 hedge funds and large institutions have $119M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

56% more funds holding

Funds holding: 4875 (+27)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $85.5M → $119M (+$33.5M)

1.59% less ownership

Funds ownership: 41.91%40.31% (-1.6%)

Holders
75
Holders Change
+27
Holders Change %
+56.25%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
31
Reduced
4
Closed
6
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 +$6.06M +79,206 +50%
OCG
2
Opus Capital Group
Ohio
$8.28M +$1.95M +25,452 +31%
CA
3
CGN Advisors
Kansas
$7.46M +$1.18M +15,406 +19%
KFGG
4
Keystone Financial Group (Georgia)
Georgia
$6.84M +$2.37M +30,938 +53%
SAM
5
S.A. Mason
Michigan
$6.39M +$6.39M +83,578 New
MWA
6
Mills Wealth Advisors
Texas
$5.86M +$28.8K +377 +0.5%
Jane Street
7
Jane Street
New York
$5.07M +$4.03M +52,649 +386%
APW
8
Alliance Private Wealth
Massachusetts
$4.05M +$4.03M +52,635 New
Corient Private Wealth
9
Corient Private Wealth
Florida
$3.98M +$1.99M +26,041 +100%
MSWM
10
Master's Wealth Management
Pennsylvania
$3.27M +$3.28M +42,826 New
MFWP
11
Mosaic Family Wealth Partners
Missouri
$3.25M +$3.25M +42,505 New
Truist Financial
12
Truist Financial
North Carolina
$2.78M +$2.78M +36,386 New
GWM
13
Greenwich Wealth Management
Connecticut
$2.75M +$584K +7,639 +27%
DWM
14
Dakota Wealth Management
Florida
$2.65M +$2.65M +34,639 New
TWM
15
Topsail Wealth Management
North Carolina
$2.46M +$26.7K +349 +1%
RWM
16
Rialto Wealth Management
New York
$2.31M +$1.35M +17,648 +141%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.25M +$269K +3,513 +14%
AWM
18
Aprio Wealth Management
Georgia
$2.06M +$2.06M +26,945 New
PWM
19
Platt Wealth Management
California
$1.72M +$1.72M +22,555 New
CCA
20
Conservest Capital Advisors
Pennsylvania
$1.63M +$5.96K +78 +0.4%
VP
21
Verum Partners
North Carolina
$1.47M -$15.7M -205,101 -91%
CFS
22
CRA Financial Services
New Jersey
$1.36M
BEAM
23
Baker Ellis Asset Management
Washington
$1.18M +$283K +3,700 +32%
BFO
24
Boston Family Office
Massachusetts
$1.15M +$425K +5,563 +59%
MWS
25
MFA Wealth Services
California
$1.12M +$531K +6,939 +89%