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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

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

400% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 10

50% more capital invested

Capital invested by funds: $119M → $178M (+$59.1M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more funds holding

Funds holding: 7599 (+24)

3.89% less ownership

Funds ownership: 40.31%36.43% (-3.9%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
Increased
50
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
1
Capital Investment Services of America
Wisconsin
$19.5M +$1.41M +18,353 +8%
MWA
2
Mills Wealth Advisors
Texas
$13M +$7.17M +93,311 +122%
Truist Financial
3
Truist Financial
North Carolina
$11.5M +$8.79M +114,354 +314%
OCG
4
Opus Capital Group
Ohio
$10.3M +$2.01M +26,119 +24%
SAM
5
S.A. Mason
Michigan
$9.08M +$2.73M +35,469 +42%
AIS
6
American Investment Services
Massachusetts
$8.89M +$8.63M +112,315 +2,707%
KFGG
7
Keystone Financial Group (Georgia)
Georgia
$8.55M +$1.74M +22,691 +25%
CA
8
CGN Advisors
Kansas
$7.95M +$504K +6,555 +7%
MFWP
9
Mosaic Family Wealth Partners
Missouri
$4.47M +$1.24M +16,109 +38%
APW
10
Alliance Private Wealth
Massachusetts
$4.19M +$177K +2,302 +4%
MSWM
11
Master's Wealth Management
Pennsylvania
$4.02M +$760K +9,885 +23%
RIM
12
RW Investment Management
Idaho
$3.81M +$3.84M +49,972 New
IF
13
IRON Financial
Illinois
$3.45M +$3.48M +45,262 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.26M +$3.29M +42,748 New
BAM
15
Belpointe Asset Management
Nevada
$3.1M +$3.12M +40,621 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.92M +$675K +8,784 +30%
RWM
17
Rialto Wealth Management
New York
$2.79M +$492K +6,399 +21%
DWM
18
Dakota Wealth Management
Florida
$2.49M -$151K -1,965 -6%
PFA
19
Professional Financial Advisors
Nebraska
$2.48M +$2.5M +32,565 New
TWM
20
Topsail Wealth Management
North Carolina
$2.46M +$9.69K +126 +0.4%
HG
21
Harbor Group
New Hampshire
$2.4M +$1.37M +17,819 +131%
PWM
22
Platt Wealth Management
California
$2.06M +$339K +4,405 +20%
AWM
23
Aprio Wealth Management
Georgia
$2.06M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.96M +$1.86M +24,184 +1,587%
BHWM
25
Beaird Harris Wealth Management
Texas
$1.96M +$1.97M +25,641 New