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VSDM VANGUARD MUN BD FDS

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SHORT TAX EXEMPT (fund)

17 managers (17 13F filers) reported a position in VSDM shares at 2025-03-31, 394,314 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
9
Added
6
Reduced
1
Sold out
2
Shares held by filers
394,314

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
XML Financial, LLC132,987$10M0.94%new13F-HRTimeline
Mills Wealth Advisors LLC56,464$4.25M2.26%+45,85713F-HRTimeline
Capital Investment Services of America,…46,950$3.54M0.36%+18,13013F-HRTimeline
Conservest Capital Advisors, Inc.37,214$2.8M0.29%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,160$2.57M<0.01%-376,62213F-HR/ATimelineGroup
Wayfinding Financial, LLC23,903$1.8M0.79%new13F-HRTimeline
CRA Financial Services, LLC16,973$1.28M0.22%+5,33513F-HRTimeline
Baker Ellis Asset Management LLC11,100$836K0.12%+7,00013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,105$535K0.04%new13F-HRTimelineGroup
MFA Wealth Services5,527$416K0.34%+2,01113F-HRTimeline
Breakwater Capital Group5,075$382K0.07%new13F-HRTimeline
Opus Capital Group, LLC4,435$334K0.04%new13F-HRTimeline
Blue Trust, Inc.4,150$313K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,916$295K<0.01%new13F-HRTimeline
Kelman-Lazarov, Inc.3,840$289K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA515$39K<0.01%+6513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.