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Disclosery

VSDM VANGUARD MUN BD FDS

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SHORT TAX EXEMPT (fund)

122 managers (123 13F filers) reported a position in VSDM shares at 2026-06-30, 3,683,691 shares in all. 34 filers opened a position and 11 filers sold out during the quarter.

Managers
122
13F filers
123
New
34
Added
62
Reduced
11
Sold out
11
Shares held by filers
3,683,691

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Investment Services of America,…280,929$21.5M2.11%+24,84513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP251,105$19.2M0.02%+100,36513F-HRTimelineGroup
Mills Wealth Advisors LLC164,926$12.6M3.98%-5,08613F-HRTimeline
S.A. Mason LLC163,888$12.6M3.86%+44,84113F-HRTimeline
Opus Capital Group, LLC148,913$11.4M1.11%+14,55513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding143,251$11M+139,848Timeline
Keystone Financial Group, Inc.142,196$10.9M5.72%+30,07313F-HRTimeline
American Investment Services, Inc.128,709$9.86M2.08%+12,24513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC126,587$9.7M0.66%+67,97313F-HRTimeline
CGN Advisors LLC124,154$9.51M0.69%+19,99713F-HRTimeline
Quantinno Capital Management LP98,000$7.51M0.01%new13F-HRTimeline
Frisch Financial Group, Inc.98,000$7.51M1.29%new13F-HRTimeline
Acumen Wealth Advisors, LLC82,467$6.32M1.34%+71,40313F-HRTimeline
Beaird Harris Wealth Management, LLC74,692$5.72M0.36%+49,05113F-HRTimeline
RW Investment Management LLC70,309$5.39M0.47%+20,33713F-HRTimeline
IRON Financial LLC65,840$5.05M2.08%+20,57813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,487$5.02M0.01%+27,26913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.61,689$4.73M1.42%+8,97813F-HRTimeline
Rialto Wealth Management, LLC61,252$4.69M0.93%+24,65413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,496$3.87M<0.01%+24,78813F-HRTimelineGroup
Belpointe Asset Management LLC50,421$3.86M0.13%+9,80013F-HRTimeline
Alliance Private Wealth, LLC45,501$3.49M1.21%-9,43613F-HRTimeline
TD Capital Management LLC43,473$3.33M0.27%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,724$3.2M<0.01%-1,02413F-HRTimelineGroup
Topsail Wealth Management, LLC40,843$3.13M0.4%+8,58113F-HRTimeline
GSG Advisors LLC39,200$3M0.66%new13F-HRTimeline
Professional Financial Advisors, LLC38,255$2.93M0.51%+5,69013F-HRTimeline
Timmons Wealth Management, LLC37,636$2.88M2.11%+29,95313F-HRTimeline
LPL Financial LLC37,512$2.87M<0.01%+16,95313F-HRTimeline
Platt Wealth Management LLC36,742$2.81M2.26%+9,78213F-HRTimeline
Dakota Wealth Management35,875$2.75M0.05%+3,20113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.32,858$2.52M0.04%+23,30313F-HRTimeline
Bedel Financial Consulting, Inc.30,560$2.34M0.22%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,573$2.19M<0.01%+28,47313F-HRTimelineGroup
Aprio Wealth Management, LLC27,970$2.14M0.11%+1,02513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC27,594$2.11M0.41%new13F-HRTimeline
Harbor Group, Inc.25,899$1.98M0.23%-5,55913F-HRTimeline
Stonebridge Financial Group, LLC23,716$1.82M0.14%+8,88813F-HRTimeline
Verum Partners LLC23,102$1.77M0.27%+1,60113F-HRTimeline
Burton Enright Welch21,387$1.64M0.19%+5,89213F-HRTimeline
Karpus Management, Inc.21,000$1.61M0.05%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC20,487$1.57M0.1%+5,25213F-HRTimeline
Financial Engines Advisors L.L.C.19,906$1.53M<0.01%+1,08813F-HRTimeline
HighTower Advisors, LLC18,959$1.45M<0.01%new13F-HRTimeline
CRA Financial Services, LLC17,988$1.38M0.16%-33513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,622$1.35M0.07%+2,79513F-HRTimelineGroup
Pandowealth. LLC16,754$1.28M1.06%+7,65013F-HR/ATimeline
Baker Ellis Asset Management LLC16,400$1.26M0.13%+1,00013F-HRTimeline
Integrated Wealth Concepts LLC16,016$1.23M0.01%+7,30113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,910$1.22M<0.01%013F-HRTimelineGroup
TCI Wealth Advisors, Inc.15,420$1.18M0.05%new13F-HRTimeline
&PARTNERS14,377$1.1M<0.01%+3,37713F-HRTimeline
MFA Wealth Services14,082$1.08M0.64%-88213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,198$1.01M<0.01%new13F-HRTimelineGroup
Wedmont Private Capital13,156$1M0.03%new13F-HRTimeline
Composition Wealth, LLC13,106$1M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,599$889K<0.01%+4,00713F-HRTimelineGroup
Signal Advisors Wealth, LLC11,165$856K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.10,570$810K0.11%+2813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,262$786K0.04%new13F-HRTimeline
Quantum Financial Planning Services, In…10,211$782K0.24%+2,65913F-HRTimeline
Cascade Wealth Advisors, Inc10,140$772K0.31%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,700$743K0.01%013F-HRTimeline
Prospera Capital Management, LLC9,342$715K0.22%013F-HRTimeline
VSM Wealth Advisory, LLC6,989$708K0.19%new13F-HRTimeline
Breakwater Capital Group8,864$679K0.08%-6,16413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,608$658K<0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC8,463$647K0.04%+5,34513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,396$643K<0.01%+3,68313F-HRTimelineGroup
New England Private Wealth Advisors LLC8,393$637K0.06%+613F-HRTimeline
Donalies Financial Planning, LLC8,314$637K0.47%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,285$558K<0.01%+113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC7,222$553K0.02%+1,65313F-HRTimeline
Janney Montgomery Scott LLC7,000$536K<0.01%013F-HRTimeline
Gutierrez Wealth Advisory, LLC6,684$512K0.3%+2613F-HRTimeline
Conservest Capital Advisors, Inc.6,588$505K0.04%+2,93313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,567$503K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,537$501K<0.01%-71013F-HR/ATimelineGroup
L. Roy Papp & Associates, LLP6,520$500K0.05%013F-HRTimeline
OakTrust Wealth Advisors, LLC6,509$499K0.43%new13F-HRTimeline
Soltis Investment Advisors LLC6,371$488K0.03%-65513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV6,092$467K0.12%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,030$462K0.02%+2,63013F-HRTimeline
Waverly Advisors, LLC5,850$448K<0.01%+1013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,722$438K0.01%+4,15013F-HRTimelineGroup
N.E.W. Advisory Services LLC5,470$419K0.03%+4213F-HRTimeline
Sugar Maple Asset Management, LLC5,367$411K0.27%+4113F-HRTimeline
Betterment LLC5,125$393K<0.01%new13F-HRTimeline
Worth Asset Management, LLC4,614$354K0.11%new13F-HRTimeline
Strategic Financial Concepts, LLC4,587$352K0.1%new13F-HRTimeline
Financial Planning Hawaii, Inc.4,541$348K0.19%+613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,122$316K0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,034$309K<0.01%+3113F-HRTimelineGroup
Advyzon Investment Management, LLC3,815$292K0.02%-2713F-HRTimeline
Beacon Pointe Advisors, LLC3,600$276K<0.01%-1,30013F-HRTimeline
Cambridge Investment Research Advisors,…3,247$249K<0.01%+39813F-HR/ATimeline
Foundry Financial LLC3,082$236K0.08%013F-HRTimeline
TAGStone Capital, Inc.3,066$235K0.07%new13F-HRTimeline
Summit Wealth Partners, LLC3,019$231K0.03%new13F-HRTimeline
Kropog Financial Group, LLC2,929$224K0.16%new13F-HRTimeline
Advisory Services Network, LLC2,866$220K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,850$218K0.02%013F-HRTimeline
Elequin Capital, LP2,746$210K0.01%new13F-HRTimeline
Bill Few Associates, Inc.2,730$209K0.04%new13F-HRTimeline
Elmwood Wealth Management, Inc.2,704$207K0.05%+2113F-HRTimeline
Graney & King, LLC2,644$203K0.07%+2113F-HRTimeline
Snowden Capital Advisors LLC2,617$201K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,614$200K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,377$182K<0.01%+1,60913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,976$151K<0.01%+56113F-HRTimelineGroup
Burk Holdings LLC1,958$150K0.06%new13F-HRTimeline
1015 Capital Partners, LLC1,831$140K0.12%013F-HRTimeline
AE Wealth Management LLC1,679$129K<0.01%+14113F-HRTimeline
Steward Partners Investment Advisory, L…1,034$79.2K<0.01%013F-HRTimeline
Trust Co759$58.2K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…445$34.1K<0.01%+313F-HRTimelineGroup
Planning Strategies Inc.307$23.5K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.303$23.3K<0.01%+213F-HRTimelineGroup
LANARK FINANCIAL, INC.288$22.1K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$11K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC89$6.82K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$55<0.01%013F-HRTimelineGroup