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Disclosery

VSDM VANGUARD MUN BD FDS

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SHORT TAX EXEMPT (fund)

75 managers (75 13F filers) reported a position in VSDM shares at 2025-12-31, 1,530,110 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
28
Added
30
Reduced
4
Sold out
6
Shares held by filers
1,530,110

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Investment Services of America,…237,731$18.2M1.72%+79,20613F-HRTimeline
Opus Capital Group, LLC108,239$8.28M0.9%+25,45213F-HRTimeline
CGN Advisors LLC97,602$7.46M0.59%+15,40613F-HRTimeline
Keystone Financial Group, Inc.89,432$6.84M3.58%+30,93813F-HRTimeline
S.A. Mason LLC83,578$6.39M2.53%new13F-HRTimeline
Mills Wealth Advisors LLC76,701$5.86M2.31%+37713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,274$5.07M0.01%+52,64913F-HRTimelineGroup
Alliance Private Wealth, LLC52,635$4.05M1.41%13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.42,826$3.27M1.18%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC42,505$3.25M0.36%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,386$2.78M<0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC35,993$2.75M0.12%+7,63913F-HRTimeline
Dakota Wealth Management34,639$2.65M0.05%new13F-HR/ATimeline
Topsail Wealth Management, LLC32,136$2.46M0.36%+34913F-HRTimeline
Rialto Wealth Management, LLC30,199$2.31M0.55%+17,64813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,434$2.25M<0.01%+3,51313F-HRTimeline
Aprio Wealth Management, LLC26,945$2.06M0.12%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,041$1.99M<0.01%013F-HR/ATimelineGroup
Platt Wealth Management LLC22,555$1.72M1.71%13F-HRTimeline
Conservest Capital Advisors, Inc.21,352$1.63M0.15%+7813F-HRTimeline
Verum Partners LLC19,235$1.47M0.3%-205,10113F-HRTimeline
CRA Financial Services, LLC17,743$1.36M0.18%013F-HRTimeline
Baker Ellis Asset Management LLC15,400$1.18M0.14%+3,70013F-HRTimeline
BOSTON FAMILY OFFICE LLC14,989$1.15M0.07%+5,56313F-HRTimeline
MFA Wealth Services14,697$1.12M0.76%+6,93913F-HRTimeline
Burton Enright Welch14,697$1.12M0.16%+1,09213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.14,515$1.11M0.06%+1,17013F-HRTimelineGroup
Elequin Capital, LP14,399$1.1M0.14%+2,70113F-HRTimeline
Harbor Group, Inc.13,639$1.04M0.16%+3,58213F-HRTimeline
Breakwater Capital Group12,931$989K0.14%+2,60413F-HRTimeline
Stonebridge Financial Group, LLC10,318$789K0.07%new13F-HRTimeline
Kelman-Lazarov, Inc.10,254$784K0.11%+1,85313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,861$754K<0.01%new13F-HRTimelineGroup
Prospera Capital Management, LLC9,342$714K0.36%013F-HRTimeline
New England Private Wealth Advisors LLC8,385$641K0.08%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,027$614K<0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.7,822$598K<0.01%+2,34913F-HRTimeline
Quantum Financial Planning Services, In…7,532$576K0.21%new13F-HRTimeline
LPL Financial LLC7,303$558K<0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,000$459K0.01%new13F-HRTimeline
Wayfinding Financial, LLC5,505$420K0.18%-14,58313F-HRTimeline
N.E.W. Advisory Services LLC5,400$413K0.03%013F-HRTimeline
Waverly Advisors, LLC5,225$399K<0.01%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC4,750$363K0.23%+54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,557$348K<0.01%+2,05413F-HRTimelineGroup
Financial Planning Hawaii, Inc.4,527$346K0.2%13F-HRTimeline
Blue Trust, Inc.4,257$325K<0.01%+4513F-HRTimeline
American Investment Services, Inc.4,149$317K0.07%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,977$304K<0.01%new13F-HR/ATimelineGroup
Advyzon Investment Management, LLC3,903$298K0.03%+813F-HRTimeline
Soltis Investment Advisors LLC3,893$298K0.02%new13F-HR/ATimeline
Beacon Pointe Advisors, LLC3,567$273K<0.01%013F-HRTimeline
Advisory Services Network, LLC3,466$265K<0.01%+813F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,400$260K0.01%-6,50013F-HRTimeline
Timmons Wealth Management, LLC3,391$259K0.26%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,285$251K0.06%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,279$251K0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC3,269$250K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,199$245K<0.01%+3413F-HRTimelineGroup
Sugar Maple Asset Management, LLC3,008$230K0.15%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,850$218K0.02%013F-HRTimeline
Vise Technologies, Inc.2,745$210K<0.01%new13F-HRTimeline
Root Financial Partners, LLC2,745$210K0.01%new13F-HRTimeline
Elmwood Wealth Management, Inc.2,669$204K0.06%+2813F-HRTimeline
Wilmington Savings Fund Society, FSB2,158$165K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,524$117K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,215$93K<0.01%+20013F-HRTimelineGroup
1015 Capital Partners, LLC1,049$80.2K0.08%13F-HRTimeline
LANARK FINANCIAL, INC.982$75.1K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC770$58.9K<0.01%+19313F-HRTimeline
Trust Co452$34.6K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$22.9K<0.01%new13F-HRTimelineGroup
Acumen Wealth Advisors, LLC262$20K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC89$6.8K<0.01%-1113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$66<0.01%013F-HRTimelineGroup