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VSDM VANGUARD MUN BD FDS

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SHORT TAX EXEMPT (fund)

33 managers (33 13F filers) reported a position in VSDM shares at 2025-06-30, 726,033 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
33
13F filers
33
New
17
Added
9
Reduced
5
Sold out
1
Shares held by filers
726,033

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Verum Partners LLC222,336$16.8M3.88%new13F-HRTimeline
Capital Investment Services of America,…94,690$7.17M0.66%+47,74013F-HRTimeline
Opus Capital Group, LLC74,427$5.63M0.67%+69,99213F-HRTimeline
Mills Wealth Advisors LLC59,474$4.5M2.06%+3,01013F-HRTimeline
Elequin Capital, LP39,920$3.02M0.42%new13F-HRTimeline
Greenwich Wealth Management LLC25,894$1.96M0.1%new13F-HRTimeline
Conservest Capital Advisors, Inc.21,274$1.61M0.16%-15,94013F-HRTimeline
Wayfinding Financial, LLC20,216$1.53M0.69%-3,68713F-HRTimeline
CRA Financial Services, LLC16,973$1.29M0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,397$1.17M<0.01%-18,76313F-HRTimelineGroup
Burton Enright Welch12,292$931K0.16%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,055$913K0.06%+4,95013F-HRTimelineGroup
Keystone Financial Group, Inc.11,890$900K0.57%new13F-HRTimeline
Baker Ellis Asset Management LLC10,700$810K0.11%-40013F-HRTimeline
Harbor Group, Inc.9,452$716K0.13%new13F-HRTimeline
Prospera Capital Management, LLC9,342$707K0.39%new13F-HR/ATimeline
CGN Advisors LLC8,996$681K0.06%new13F-HRTimeline
Lindenwold Advisors, INC7,625$577K0.3%new13F-HRTimeline
MFA Wealth Services7,373$558K0.42%+1,84613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,080$460K<0.01%+2,16413F-HRTimeline
Kelman-Lazarov, Inc.5,681$430K0.07%+1,84113F-HRTimeline
N.E.W. Advisory Services LLC5,400$409K0.04%new13F-HRTimeline
Financial Engines Advisors L.L.C.4,893$370K<0.01%new13F-HRTimeline
Breakwater Capital Group4,387$332K0.05%-68813F-HRTimeline
Blue Trust, Inc.4,180$316K<0.01%+3013F-HRTimeline
Gutierrez Wealth Advisory, LLC3,860$292K0.2%new13F-HRTimeline
Advyzon Investment Management, LLC3,860$292K0.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,148$238K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,680$203K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA865$65K<0.01%+35013F-HR/ATimelineGroup
Farther Finance Advisors, LLC573$43.4K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC100$7.56K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.