Who owns VSDM?
Vanguard Short Tax-ex Bond · Vanguard
123 institutions reported holding VSDM, worth $282.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VSDM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Services of America, Inc. | Milwaukee, WI | $21.5M | 280,929 | +24,845 shares |
| Truist Financial Corp. | Charlotte, NC | $19.2M | 251,105 | +100,365 shares |
| Mills Wealth Advisors LLC | Southlake, TX | $12.6M | 164,926 | −5,086 shares |
| S.A. Mason LLC | Holland, MI | $12.6M | 163,888 | +44,841 shares |
| Opus Capital Group, LLC | Cincinnati, OH | $11.4M | 148,913 | +14,555 shares |
| Keystone Financial Group, Inc. | Atlanta, GA | $10.9M | 142,196 | +30,073 shares |
| Kestra Investment Management, LLC | Austin, TX | $10.7M | 139,319 | New position |
| American Investment Services, Inc. | Great Barrington, MA | $9.9M | 128,709 | +12,245 shares |
| Mosaic Family Wealth Partners, LLC | St. Louis, MO | $9.7M | 126,587 | +67,973 shares |
| CGN Advisors LLC | Manhattan, KS | $9.5M | 124,154 | +19,997 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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.