VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

99 hedge funds and large institutions have $178M invested in Vanguard Short Duration Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.79M
2 +$8.63M
3 +$7.17M
4
IF
IRON Financial
Illinois
+$3.48M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
1
Capital Investment Services of America
Wisconsin
$19.5M
MWA
2
Mills Wealth Advisors
Texas
$13M
Truist Financial
3
Truist Financial
North Carolina
$11.5M
OCG
4
Opus Capital Group
Ohio
$10.3M
SAM
5
S.A. Mason
Michigan
$9.08M
AIS
6
American Investment Services
Massachusetts
$8.89M
KFGG
7
Keystone Financial Group (Georgia)
Georgia
$8.55M
CA
8
CGN Advisors
Kansas
$7.95M
MFWP
9
Mosaic Family Wealth Partners
Missouri
$4.47M
APW
10
Alliance Private Wealth
Massachusetts
$4.19M
MSWM
11
Master's Wealth Management
Pennsylvania
$4.02M
RIM
12
RW Investment Management
Idaho
$3.81M
IF
13
IRON Financial
Illinois
$3.45M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.26M
BAM
15
Belpointe Asset Management
Nevada
$3.1M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.92M
RWM
17
Rialto Wealth Management
New York
$2.79M
DWM
18
Dakota Wealth Management
Florida
$2.49M
PFA
19
Professional Financial Advisors
Nebraska
$2.48M
TWM
20
Topsail Wealth Management
North Carolina
$2.46M
HG
21
Harbor Group
New Hampshire
$2.4M
PWM
22
Platt Wealth Management
California
$2.06M
AWM
23
Aprio Wealth Management
Georgia
$2.06M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.96M
BHWM
25
Beaird Harris Wealth Management
Texas
$1.96M