Vanguard Short Tax-Ex BondVSDMETF
13F holders, Q1 2025 (March 31)16holders +7
9new positions
2sold out
$75.33avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding Vanguard Short Tax-Ex Bond (VSDM) in their 13F filings, up 7 from Q4 2024. 9 opened new positions and 2 sold out. The largest holders were XML Financial, LLC ($10.0M), Mills Wealth Advisors LLC ($4.3M) and Capital Investment Services of America, Inc. ($3.5M).
- Company
- Vanguard Short Tax-Ex Bond
- CUSIP
- 922907696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $16.8M |
| Exits | 2 | $708K |
All 13F filers, Q4 2024 → Q1 2025: 301,023 shares bought and 386,091 shares sold, net −85,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| XML Financial, LLC | 0.94% | New | 132,987 | $10.0M |
| Mills Wealth Advisors LLC | 2.26% | Add +432.3% | 56,464 | $4.3M |
| Capital Investment Services of America, Inc. | 0.36% | Add +62.9% | 46,950 | $3.5M |
| Conservest Capital Advisors, Inc. | 0.29% | New | 37,214 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -91.7% | 34,160 | $2.6M |
| Wayfinding Financial, LLC | 0.79% | New | 23,903 | $1.8M |
| CRA Financial Services, LLC | 0.22% | Add +45.8% | 16,973 | $1.3M |
| Baker Ellis Asset Management LLC | 0.12% | Add +170.7% | 11,100 | $836K |
| Essex Financial Services, Inc. | 0.04% | New | 7,105 | $535K |
| MFA Wealth Services | 0.34% | Add +57.2% | 5,527 | $416K |
| Breakwater Capital Group | 0.07% | New | 5,075 | $382K |
| Opus Capital Group, LLC | 0.04% | New | 4,435 | $334K |
| Blue Trust, Inc. | 0.00% | New | 4,150 | $313K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,916 | $295K |
| Kelman-Lazarov, Inc. | 0.05% | New | 3,840 | $289K |
| Royal Bank of Canada | 0.00% | Add +14.4% | 515 | $39K |
"% 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.