ETF Holders

Who owns VSDM?

Bond

Vanguard Short Tax-ex Bond · Vanguard

123 institutions reported holding VSDM, worth $282.7M, in Form 13F filings for June 30, 2026.

13F holders
123
Institutional value
$282.7M
Change from prior quarter
+59.0%
+$104.9M, with price moves
New and sold-out firms
36 / 11
61 added, 11 trimmed

Top 10 institutional holders of VSDM

FirmLocationValueSharesChange
Capital Investment Services of America, Inc.Milwaukee, WI$21.5M280,929+24,845 shares
Truist Financial Corp.Charlotte, NC$19.2M251,105+100,365 shares
Mills Wealth Advisors LLCSouthlake, TX$12.6M164,926−5,086 shares
S.A. Mason LLCHolland, MI$12.6M163,888+44,841 shares
Opus Capital Group, LLCCincinnati, OH$11.4M148,913+14,555 shares
Keystone Financial Group, Inc.Atlanta, GA$10.9M142,196+30,073 shares
Kestra Investment Management, LLCAustin, TX$10.7M139,319New position
American Investment Services, Inc.Great Barrington, MA$9.9M128,709+12,245 shares
Mosaic Family Wealth Partners, LLCSt. Louis, MO$9.7M126,587+67,973 shares
CGN Advisors LLCManhattan, KS$9.5M124,154+19,997 shares
113 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns VSDM?

123 institutional managers reported holding VSDM in Form 13F filings for June 30, 2026, worth $282.7M in total. The largest reported position was held by Capital Investment Services of America, Inc., at $21.5M.

Did institutions buy or sell VSDM last quarter?

Reported 13F value rose 59.0% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 11 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is VSDM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.