Vanguard Short Tax-Ex BondVSDMETF
13F holders, Q2 2026 (June 30)124holders +24
34new positions
11sold out
$76.67avg. 13F price*
At the end of Q2 2026, 124 institutions reported holding Vanguard Short Tax-Ex Bond (VSDM) in their 13F filings, up 24 from Q1 2026. 34 opened new positions and 11 sold out. The largest holders were Capital Investment Services of America, Inc. ($21.5M), Truist Financial Corp. ($19.2M) and Mills Wealth Advisors LLC ($12.6M).
- Company
- Vanguard Short Tax-Ex Bond
- CUSIP
- 922907696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $51.6M |
| Exits | 11 | $5.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,445,002 shares bought and 98,345 shares sold, net +1,346,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Capital Investment Services of America, Inc. | 2.11% | Add +9.7% | 280,929 | $21.5M |
| Truist Financial Corp. | 0.02% | Add +66.6% | 251,105 | $19.2M |
| Mills Wealth Advisors LLC | 3.98% | Reduce -3.0% | 164,926 | $12.6M |
| S.A. Mason LLC | 3.86% | Add +37.7% | 163,888 | $12.6M |
| Opus Capital Group, LLC | 1.11% | Add +10.8% | 148,913 | $11.4M |
| Keystone Financial Group, Inc. | 5.72% | Add +26.8% | 142,196 | $10.9M |
| Kestra Investment Management, LLC | 0.21% | New | 139,319 | $10.7M |
| American Investment Services, Inc. | 2.08% | Add +10.5% | 128,709 | $9.9M |
| Mosaic Family Wealth Partners, LLC | 0.66% | Add +116.0% | 126,587 | $9.7M |
| CGN Advisors LLC | 0.69% | Add +19.2% | 124,154 | $9.5M |
| Frisch Financial Group, Inc. | 1.29% | New | 98,000 | $7.5M |
| Quantinno Capital Management LP | 0.01% | New | 98,000 | $7.5M |
| Acumen Wealth Advisors, LLC | 1.34% | Add +645.4% | 82,467 | $6.3M |
| Beaird Harris Wealth Management, LLC | 0.36% | Add +191.3% | 74,692 | $5.7M |
| RW Investment Management LLC | 0.47% | Add +40.7% | 70,309 | $5.4M |
| IRON Financial LLC | 2.08% | Add +45.5% | 65,840 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +71.3% | 65,487 | $5.0M |
| Master's Wealth Management Inc. | 1.42% | Add +17.0% | 61,689 | $4.7M |
| Rialto Wealth Management, LLC | 0.93% | Add +67.4% | 61,252 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +96.4% | 50,496 | $3.9M |
| Belpointe Asset Management LLC | 0.13% | Add +24.1% | 50,421 | $3.9M |
| Alliance Private Wealth, LLC | 1.21% | Reduce -17.2% | 45,501 | $3.5M |
| TD Capital Management LLC | 0.27% | New | 43,473 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 41,724 | $3.2M |
| Topsail Wealth Management, LLC | 0.40% | Add +26.6% | 40,843 | $3.1M |
| GSG Advisors LLC | 0.66% | New | 39,200 | $3.0M |
| Professional Financial Advisors, LLC | 0.51% | Add +17.5% | 38,255 | $2.9M |
| Timmons Wealth Management, LLC | 2.11% | Add +389.9% | 37,636 | $2.9M |
| LPL Financial LLC | 0.00% | Add +82.5% | 37,512 | $2.9M |
| Platt Wealth Management LLC | 2.26% | Add +36.3% | 36,742 | $2.8M |
| Dakota Wealth Management | 0.05% | Add +9.8% | 35,875 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +243.9% | 32,858 | $2.5M |
| Bedel Financial Consulting, Inc. | 0.22% | New | 30,560 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28473.0% | 28,573 | $2.2M |
| Aprio Wealth Management, LLC | 0.11% | Add +3.8% | 27,970 | $2.1M |
| MBM Wealth Consultants, LLC | 0.41% | New | 27,594 | $2.1M |
| Harbor Group, Inc. | 0.23% | Reduce -17.7% | 25,899 | $2.0M |
| Stonebridge Financial Group, LLC | 0.14% | Add +59.9% | 23,716 | $1.8M |
| Verum Partners LLC | 0.27% | Add +7.5% | 23,102 | $1.8M |
| Burton Enright Welch | 0.19% | Add +38.0% | 21,387 | $1.6M |
| Karpus Management, Inc. | 0.05% | New | 21,000 | $1.6M |
| Boston Family Office LLC | 0.10% | Add +34.5% | 20,487 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.8% | 19,906 | $1.5M |
| HighTower Advisors, LLC | 0.00% | New | 18,959 | $1.5M |
| CRA Financial Services, LLC | 0.16% | Reduce -1.8% | 17,988 | $1.4M |
| Essex Financial Services, Inc. | 0.07% | Add +18.9% | 17,622 | $1.4M |
| Pandowealth. LLC | 1.06% | Add +84.0% | 16,754 | $1.3M |
| Baker Ellis Asset Management LLC | 0.13% | Add +6.5% | 16,400 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +83.8% | 16,016 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 15,910 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.05% | New | 15,420 | $1.2M |
| &partners | 0.00% | Add +30.7% | 14,377 | $1.1M |
| MFA Wealth Services | 0.64% | Reduce -5.9% | 14,082 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 13,198 | $1.0M |
| Wedmont Private Capital | 0.03% | New | 13,156 | $1.0M |
| Composition Wealth, LLC | 0.01% | New | 13,106 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +52.8% | 11,599 | $889K |
| Signal Advisors Wealth, LLC | 0.04% | No change | 11,165 | $856K |
| Kelman-Lazarov, Inc. | 0.11% | Add +0.3% | 10,570 | $810K |
| Parsons Capital Management Inc. | 0.04% | New | 10,262 | $786K |
| Quantum Financial Planning Services, Inc. | 0.24% | Add +35.2% | 10,211 | $782K |
| Cascade Wealth Advisors, Inc | 0.31% | New | 10,140 | $772K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,700 | $743K |
| Prospera Capital Management, LLC | 0.22% | No change | 9,342 | $715K |
| VSM Wealth Advisory, LLC | 0.19% | New | 6,989 | $708K |
| Breakwater Capital Group | 0.08% | Reduce -41.0% | 8,864 | $679K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,608 | $658K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +171.4% | 8,463 | $647K |
| Susquehanna International Group, LLP | 0.00% | Add +78.2% | 8,396 | $643K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.1% | 8,393 | $637K |
| Donalies Financial Planning, LLC | 0.47% | New | 8,314 | $637K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 7,285 | $558K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +29.7% | 7,222 | $553K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,000 | $536K |
| Gutierrez Wealth Advisory, LLC | 0.30% | Add +0.4% | 6,684 | $512K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +80.3% | 6,588 | $505K |
| Forum Financial Management, LP | 0.01% | New | 6,567 | $503K |
| Corient Private Wealth LP | 0.00% | Reduce -9.8% | 6,537 | $501K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 6,520 | $500K |
| OakTrust Wealth Advisors, LLC | 0.43% | New | 6,509 | $499K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -9.3% | 6,371 | $488K |
| Pennsylvania Capital Management Inc. | 0.12% | New | 6,092 | $467K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Add +77.3% | 6,030 | $462K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 5,850 | $448K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +264.0% | 5,722 | $438K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.8% | 5,470 | $419K |
| Sugar Maple Asset Management, LLC | 0.27% | Add +0.8% | 5,367 | $411K |
| Betterment LLC | 0.00% | New | 5,125 | $393K |
| Worth Asset Management, LLC | 0.11% | New | 4,614 | $354K |
| Strategic Financial Concepts, LLC | 0.10% | New | 4,587 | $352K |
| Financial Planning Hawaii, Inc. | 0.19% | Add +0.1% | 4,541 | $348K |
| Ascent Group, LLC | 0.01% | No change | 4,122 | $316K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 4,034 | $309K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.6% | 3,932 | $301K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -0.7% | 3,815 | $292K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 3,621 | $277K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -26.5% | 3,600 | $276K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.0% | 3,247 | $249K |
| Foundry Financial LLC | 0.08% | No change | 3,082 | $236K |
| TAGStone Capital, Inc. | 0.07% | New | 3,066 | $235K |
"% of holder's portfolio" is VSDM's weight in each manager's 13F, not the share of Vanguard Short Tax-Ex Bond the manager owns.