Vanguard Short Tax-Ex BondVSDMETF
13F holders, Q2 2025 (June 30)32holders +16
17new positions
1sold out
1famous investor
$75.71avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding Vanguard Short Tax-Ex Bond (VSDM) in their 13F filings, up 16 from Q1 2025. 17 opened new positions and 1 sold out. The largest holders were Verum Partners LLC ($16.8M), Capital Investment Services of America, Inc. ($7.2M) and Opus Capital Group, LLC ($5.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short Tax-Ex Bond
- CUSIP
- 922907696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $28.2M |
| Exits | 1 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 504,184 shares bought and 172,465 shares sold, net +331,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Verum Partners LLC | 3.89% | New | 222,336 | $16.8M |
| Capital Investment Services of America, Inc. | 0.66% | Add +101.7% | 94,690 | $7.2M |
| Opus Capital Group, LLC | 0.67% | Add +1578.2% | 74,427 | $5.6M |
| Mills Wealth Advisors LLC | 2.06% | Add +5.3% | 59,474 | $4.5M |
| Elequin Capital, LP | 0.97% | New | 39,920 | $3.0M |
| Greenwich Wealth Management LLC | 0.10% | New | 25,894 | $2.0M |
| Conservest Capital Advisors, Inc. | 0.16% | Reduce -42.8% | 21,274 | $1.6M |
| Wayfinding Financial, LLC | 0.69% | Reduce -15.4% | 20,216 | $1.5M |
| CRA Financial Services, LLC | 0.20% | No change | 16,973 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -54.9% | 15,397 | $1.2M |
| Burton Enright Welch | 0.16% | New | 12,292 | $931K |
| Essex Financial Services, Inc. | 0.06% | Add +69.7% | 12,055 | $913K |
| Keystone Financial Group, Inc. | 0.57% | New | 11,890 | $900K |
| Baker Ellis Asset Management LLC | 0.11% | Reduce -3.6% | 10,700 | $810K |
| Harbor Group, Inc. | 0.13% | New | 9,452 | $716K |
| Prospera Capital Management, LLC | 0.39% | New | 9,342 | $707K |
| CGN Advisors LLC | 0.06% | New | 8,996 | $681K |
| Lindenwold Advisors, INC | 0.30% | New | 7,625 | $577K |
| MFA Wealth Services | 0.42% | Add +33.4% | 7,373 | $558K |
| Commonwealth Equity Services, LLC | 0.00% | Add +55.3% | 6,080 | $460K |
| Kelman-Lazarov, Inc. | 0.07% | Add +47.9% | 5,681 | $430K |
| N.E.W. Advisory Services LLC | 0.04% | New | 5,400 | $409K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,893 | $370K |
| Breakwater Capital Group | 0.05% | Reduce -13.6% | 4,387 | $332K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 4,180 | $316K |
| Gutierrez Wealth Advisory, LLC | 0.20% | New | 3,860 | $292K |
| Advyzon Investment Management, LLC | 0.06% | New | 3,860 | $292K |
| Citadel Advisors | 0.00% | New | 3,148 | $238K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,680 | $203K |
| Royal Bank of Canada | 0.00% | Add +68.0% | 865 | $65K |
| Farther Finance Advisors, LLC | 0.00% | New | 573 | $43K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 100 | $8K |
"% 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.