Vanguard Short Tax-Ex BondVSDMETF
13F holders, Q3 2025 (September 30)48holders +16
17new positions
1sold out
$76.69avg. 13F price*
At the end of Q3 2025, 48 institutions reported holding Vanguard Short Tax-Ex Bond (VSDM) in their 13F filings, up 16 from Q2 2025. 17 opened new positions and 1 sold out. The largest holders were Verum Partners LLC ($17.2M), Capital Investment Services of America, Inc. ($12.2M) and Opus Capital Group, LLC ($6.3M).
- Company
- Vanguard Short Tax-Ex Bond
- CUSIP
- 922907696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.1M |
| Exits | 1 | $238K |
All 13F filers, Q2 2025 → Q3 2025: 421,959 shares bought and 33,270 shares sold, net +388,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Verum Partners LLC | 3.67% | Add +0.9% | 224,336 | $17.2M |
| Capital Investment Services of America, Inc. | 1.08% | Add +67.4% | 158,525 | $12.2M |
| Opus Capital Group, LLC | 0.71% | Add +11.2% | 82,787 | $6.3M |
| CGN Advisors LLC | 0.52% | Add +813.7% | 82,196 | $6.3M |
| Mills Wealth Advisors LLC | 2.38% | Add +28.3% | 76,324 | $5.9M |
| Keystone Financial Group, Inc. | 2.53% | Add +392.0% | 58,494 | $4.5M |
| von Borstel & Associates, Inc. | 0.40% | New | 34,313 | $2.6M |
| Topsail Wealth Management, LLC | 0.41% | New | 31,787 | $2.4M |
| Greenwich Wealth Management LLC | 0.11% | Add +9.5% | 28,354 | $2.2M |
| Corient Private Wealth LP | 0.00% | New | 26,041 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +326.3% | 25,921 | $2.0M |
| Lindenwold Advisors, INC | 0.84% | Add +202.6% | 23,075 | $1.8M |
| Conservest Capital Advisors, Inc. | 0.15% | No change | 21,274 | $1.6M |
| Wayfinding Financial, LLC | 0.66% | Reduce -0.6% | 20,088 | $1.5M |
| CRA Financial Services, LLC | 0.19% | Add +4.5% | 17,743 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -11.5% | 13,625 | $1.0M |
| Burton Enright Welch | 0.16% | Add +10.7% | 13,605 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +10.7% | 13,345 | $1.0M |
| Rialto Wealth Management, LLC | 0.25% | New | 12,551 | $963K |
| Baker Ellis Asset Management LLC | 0.11% | Add +9.3% | 11,700 | $897K |
| Elequin Capital, LP | 0.08% | Reduce -70.7% | 11,698 | $897K |
| Breakwater Capital Group | 0.12% | Add +135.4% | 10,327 | $792K |
| Harbor Group, Inc. | 0.12% | Add +6.4% | 10,057 | $771K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.04% | New | 9,900 | $759K |
| Boston Family Office LLC | 0.05% | New | 9,426 | $723K |
| Prospera Capital Management, LLC | 0.35% | No change | 9,342 | $717K |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,665 | $665K |
| Kelman-Lazarov, Inc. | 0.10% | Add +47.9% | 8,401 | $644K |
| MFA Wealth Services | 0.41% | Add +5.2% | 7,758 | $595K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +11.8% | 5,473 | $420K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 5,400 | $414K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 4,212 | $323K |
| Gutierrez Wealth Advisory, LLC | 0.21% | Add +9.0% | 4,206 | $323K |
| Advyzon Investment Management, LLC | 0.05% | Add +0.9% | 3,895 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,567 | $274K |
| Belpointe Asset Management LLC | 0.01% | New | 3,470 | $266K |
| Advisory Services Network, LLC | 0.00% | New | 3,458 | $265K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,165 | $243K |
| World Investment Advisors | 0.00% | New | 2,967 | $228K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,850 | $219K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 2,680 | $206K |
| Elmwood Wealth Management, Inc. | 0.07% | New | 2,641 | $203K |
| JPMorgan Chase & Co. | 0.00% | New | 2,503 | $192K |
| Royal Bank of Canada | 0.00% | Add +17.3% | 1,015 | $78K |
| Harbour Investments, Inc. | 0.00% | New | 884 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 577 | $44K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $8K |
| Wells Fargo & Company | 0.00% | New | 1 | $49 |
"% 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.