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Disclosery

VSDM VANGUARD MUN BD FDS

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SHORT TAX EXEMPT (fund)

48 managers (48 13F filers) reported a position in VSDM shares at 2025-09-30, 1,114,722 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
48
13F filers
48
New
17
Added
23
Reduced
3
Sold out
1
Shares held by filers
1,114,722

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC224,336$17.2M3.66%+2,00013F-HRTimeline
Capital Investment Services of America,…158,525$12.2M1.08%+63,83513F-HRTimeline
Opus Capital Group, LLC82,787$6.35M0.71%+8,36013F-HRTimeline
CGN Advisors LLC82,196$6.3M0.52%+73,20013F-HRTimeline
Mills Wealth Advisors LLC76,324$5.85M2.38%+16,85013F-HRTimeline
Keystone Financial Group, Inc.58,494$4.49M2.53%+46,60413F-HRTimeline
von Borstel & Associates, Inc.34,313$2.62M0.4%new13F-HRTimeline
Topsail Wealth Management, LLC31,787$2.44M0.41%new13F-HRTimeline
Greenwich Wealth Management LLC28,354$2.17M0.11%+2,46013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,041$2M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,921$1.99M<0.01%+19,84113F-HRTimeline
Lindenwold Advisors, INC23,075$1.77M0.84%+15,45013F-HRTimeline
Conservest Capital Advisors, Inc.21,274$1.63M0.15%013F-HRTimeline
Wayfinding Financial, LLC20,088$1.54M0.66%-12813F-HRTimeline
CRA Financial Services, LLC17,743$1.36M0.19%+77013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,625$1.05M<0.01%-1,77213F-HRTimelineGroup
Burton Enright Welch13,605$1.04M0.16%+1,31313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,345$1.02M0.06%+1,29013F-HRTimelineGroup
Rialto Wealth Management, LLC12,551$963K0.25%new13F-HRTimeline
Baker Ellis Asset Management LLC11,700$897K0.11%+1,00013F-HRTimeline
Elequin Capital, LP11,698$897K0.08%-28,22213F-HRTimeline
Breakwater Capital Group10,327$792K0.12%+5,94013F-HRTimeline
Harbor Group, Inc.10,057$771K0.12%+60513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…9,900$759K0.04%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC9,426$723K0.05%new13F-HRTimeline
Prospera Capital Management, LLC9,342$717K0.35%013F-HRTimeline
Integrated Wealth Concepts LLC8,665$665K0.01%new13F-HRTimeline
Kelman-Lazarov, Inc.8,401$644K0.1%+2,72013F-HRTimeline
MFA Wealth Services7,758$595K0.41%+38513F-HRTimeline
Financial Engines Advisors L.L.C.5,473$420K<0.01%+58013F-HRTimeline
N.E.W. Advisory Services LLC5,400$414K0.04%013F-HRTimeline
Blue Trust, Inc.4,212$323K<0.01%+3213F-HRTimeline
Gutierrez Wealth Advisory, LLC4,206$323K0.21%+34613F-HRTimeline
Advyzon Investment Management, LLC3,895$299K0.05%+3513F-HRTimeline
Beacon Pointe Advisors, LLC3,567$274K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC3,470$266K0.01%new13F-HRTimeline
Advisory Services Network, LLC3,458$265K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,165$243K<0.01%new13F-HRTimelineGroup
World Investment Advisors2,967$228K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,850$219K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,680$206K<0.01%013F-HRTimeline
Elmwood Wealth Management, Inc.2,641$203K0.07%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,503$192K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,015$78K<0.01%+15013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.884$67.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC577$44.3K<0.01%+413F-HRTimeline
Medallion Wealth Advisors, LLC100$7.67K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%new13F-HRTimelineGroup