Vanguard Short Tax-Ex BondVSDMETF
13F holders, Q1 2026 (March 31)100holders +25
29new positions
5sold out
$76.38avg. 13F price*
At the end of Q1 2026, 100 institutions reported holding Vanguard Short Tax-Ex Bond (VSDM) in their 13F filings, up 25 from Q4 2025. 29 opened new positions and 5 sold out. The largest holders were Capital Investment Services of America, Inc. ($19.5M), Mills Wealth Advisors LLC ($13.0M) and Truist Financial Corp. ($11.5M).
- Company
- Vanguard Short Tax-Ex Bond
- CUSIP
- 922907696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $25.0M |
| Exits | 5 | $5.0M |
All 13F filers, Q4 2025 → Q1 2026: 932,947 shares bought and 172,681 shares sold, net +760,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Capital Investment Services of America, Inc. | 2.04% | Add +7.7% | 256,084 | $19.5M |
| Mills Wealth Advisors LLC | 4.53% | Add +121.7% | 170,012 | $13.0M |
| Truist Financial Corp. | 0.02% | Add +314.3% | 150,740 | $11.5M |
| Opus Capital Group, LLC | 1.10% | Add +24.1% | 134,358 | $10.3M |
| S.A. Mason LLC | 3.41% | Add +42.4% | 119,047 | $9.1M |
| American Investment Services, Inc. | 1.98% | Add +2707.0% | 116,464 | $8.9M |
| Keystone Financial Group, Inc. | 4.45% | Add +25.4% | 112,123 | $8.6M |
| CGN Advisors LLC | 0.63% | Add +6.7% | 104,157 | $7.9M |
| Mosaic Family Wealth Partners, LLC | 0.46% | Add +37.9% | 58,614 | $4.5M |
| Alliance Private Wealth, LLC | 1.51% | Add +4.4% | 54,937 | $4.2M |
| Master's Wealth Management Inc. | 1.36% | Add +23.1% | 52,711 | $4.0M |
| RW Investment Management LLC | 0.37% | — | 49,972 | $3.8M |
| IRON Financial LLC | 1.51% | New | 45,262 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | New | 42,748 | $3.3M |
| Belpointe Asset Management LLC | 0.11% | New | 40,621 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.8% | 38,218 | $2.9M |
| Rialto Wealth Management, LLC | 0.63% | Add +21.2% | 36,598 | $2.8M |
| Dakota Wealth Management | 0.05% | Reduce -5.7% | 32,674 | $2.5M |
| Professional Financial Advisors, LLC | 0.51% | New | 32,565 | $2.5M |
| Topsail Wealth Management, LLC | 0.36% | Add +0.4% | 32,262 | $2.5M |
| Harbor Group, Inc. | 0.35% | Add +130.7% | 31,458 | $2.4M |
| Platt Wealth Management LLC | 2.00% | Add +19.5% | 26,960 | $2.1M |
| Aprio Wealth Management, LLC | 0.11% | No change | 26,945 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +1586.9% | 25,708 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.13% | New | 25,641 | $2.0M |
| Blue Trust, Inc. | 0.02% | Add +496.4% | 25,388 | $1.9M |
| Verum Partners LLC | 0.31% | Add +11.8% | 21,501 | $1.6M |
| LPL Financial LLC | 0.00% | Add +181.5% | 20,559 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +140.6% | 18,818 | $1.4M |
| CRA Financial Services, LLC | 0.18% | Add +3.3% | 18,323 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | New | 15,910 | $1.2M |
| Burton Enright Welch | 0.16% | Add +5.4% | 15,495 | $1.2M |
| Baker Ellis Asset Management LLC | 0.14% | No change | 15,400 | $1.2M |
| Boston Family Office LLC | 0.08% | Add +1.6% | 15,235 | $1.2M |
| Breakwater Capital Group | 0.15% | Add +16.2% | 15,028 | $1.1M |
| MFA Wealth Services | 0.76% | Add +1.8% | 14,964 | $1.1M |
| Stonebridge Financial Group, LLC | 0.09% | Add +43.7% | 14,828 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +2.1% | 14,827 | $1.1M |
| &partners | 0.01% | New | 11,000 | $1.1M |
| HRT Financial LP | 0.00% | New | 12,861 | $981K |
| Signal Advisors Wealth, LLC | 0.06% | New | 11,165 | $852K |
| Acumen Wealth Advisors, LLC | 0.23% | Add +4122.9% | 11,064 | $844K |
| Kelman-Lazarov, Inc. | 0.12% | Add +2.8% | 10,542 | $804K |
| Clearstead Advisors, LLC | 0.01% | New | 9,751 | $744K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +61.7% | 9,700 | $740K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 9,555 | $729K |
| Prospera Capital Management, LLC | 0.36% | No change | 9,342 | $713K |
| Pandowealth. LLC | 0.61% | New | 9,104 | $695K |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,715 | $665K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.0% | 8,387 | $640K |
| Timmons Wealth Management, LLC | 0.56% | Add +126.6% | 7,683 | $586K |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 7,592 | $579K |
| Quantum Financial Planning Services, Inc. | 0.21% | Add +0.3% | 7,552 | $576K |
| Equitable Holdings, Inc. | 0.00% | New | 7,284 | $556K |
| Corient Private Wealth LP | 0.00% | Reduce -72.2% | 7,247 | $553K |
| Soltis Investment Advisors LLC | 0.03% | Add +80.5% | 7,026 | $536K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,000 | $534K |
| Gutierrez Wealth Advisory, LLC | 0.32% | Add +40.2% | 6,658 | $508K |
| L. Roy Papp & Associates, LLP | 0.06% | New | 6,520 | $497K |
| Waverly Advisors, LLC | 0.00% | Add +11.8% | 5,840 | $446K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +70.4% | 5,569 | $425K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.5% | 5,428 | $414K |
| Sugar Maple Asset Management, LLC | 0.25% | Add +77.1% | 5,326 | $406K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +37.4% | 4,900 | $374K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.3% | 4,713 | $360K |
| Financial Planning Hawaii, Inc. | 0.20% | Add +0.2% | 4,535 | $346K |
| Ascent Group, LLC | 0.01% | Add +25.7% | 4,122 | $314K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,003 | $305K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -1.6% | 3,842 | $293K |
| Conservest Capital Advisors, Inc. | 0.03% | Reduce -82.9% | 3,655 | $279K |
| Cherry Tree Wealth Management, LLC | 0.06% | New | 3,621 | $276K |
| Wayfinding Financial, LLC | 0.12% | Reduce -34.5% | 3,608 | $275K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 3,403 | $260K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 3,400 | $259K |
| Rosenberg Matthew Hamilton | 0.05% | New | 3,202 | $244K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 3,118 | $239K |
| Foundry Financial LLC | 0.10% | New | 3,082 | $235K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +0.5% | 3,302 | $227K |
| Advisory Services Network, LLC | 0.00% | Reduce -17.3% | 2,866 | $219K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 2,850 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,849 | $217K |
| Vise Technologies, Inc. | 0.00% | No change | 2,745 | $210K |
| Root Financial Partners, LLC | 0.01% | No change | 2,745 | $209K |
| Elmwood Wealth Management, Inc. | 0.06% | Add +0.5% | 2,683 | $205K |
| Graney & King, LLC | 0.11% | New | 2,623 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,158 | $165K |
| 1015 Capital Partners, LLC | 0.14% | Add +74.5% | 1,831 | $140K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,572 | $120K |
| AE Wealth Management LLC | 0.00% | New | 1,538 | $117K |
| Royal Bank of Canada | 0.00% | Add +16.5% | 1,415 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,034 | $79K |
| Destiny Wealth Partners, LLC | 0.01% | New | 856 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.3% | 768 | $59K |
| Trust Co | 0.01% | Add +67.9% | 759 | $58K |
| UBS Group AG | 0.00% | New | 551 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 442 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 301 | $23K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.8% | 100 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 89 | $7K |
| Wells Fargo & Company | 0.00% | No change | 1 | $66 |
"% 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.