VSDM · VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF

Alerts for VSDM

$75.84 +0.02 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $500,930

Total Shares: 6,537

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+89.1 pts

Top 5

100.0%

+64.5 pts

Top 10

100.0%

+45.5 pts

HHI

10,000

Highly concentrated+9,599

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

99

Unchanged

0

Holder count: -99

Institutional value: -99.7%

Shares held: -99.7%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Large Corient Private Wealth LLC	−710	6,537

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small Capital Investment Services of America, Inc.	256,084	$19,536,648
Micro Mills Wealth Advisors LLC	170,012	$12,970,215
Large TRUIST FINANCIAL CORP	150,740	$11,499,954
Micro Opus Capital Group, LLC	134,358	$10,250,171
Small S.A. Mason LLC	119,047	$9,082,095

Filter: New 0 Increased 0 Reduced 1 Sold out 99 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Corient Private Wealth LLC VSDM

$500,930

100.00%

6,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	150,740	$11,499,954	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc. joint	42,748	$3,261,244	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	32,674	$2,492,699	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	25,708	$1,961,263	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	7,592	$579,193	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	7,284	$555,696	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	4,713	$359,554	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Portfolio Design Labs	677	$51,648	16.4%	Other
55ip/JP Morgan	254	$19,377	6.2%	Other
Held directly	3,191	$243,441	77.4%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Gutierrez Wealth Advisory, LLC	3,842	$293,106	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Private Counsel (USA) Inc.	1,415	$107,950	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	5	$381	0.9%	Defined
UBS Securities LLC	546	$41,654	99.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	442	$33,720	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	301	$22,963	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	100	$7,629	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$76	100.0%	Defined