VANGUARD SHORT TAX-EX BOND VSDM
$76.46
+0.0% 52w: $73.13 – $76.65
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data73.1374.8976.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
+24 QoQ
13F value
$178.1M
+49.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns VSDM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Investment Services of America, Inc. ★2 | Fundamental diversified | 256.1K | $19.5M | 2.0% | +7.7% |
| Mills Wealth Advisors LLC | Wealth advisor | 170.0K | $13.0M | 4.5% | +121.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 150.7K | $11.5M | 0.0% | +314.3% |
| Opus Capital Group, LLC | Wealth advisor | 134.4K | $10.3M | 1.1% | +24.1% |
| S.A. Mason LLC | Other | 119.0K | $9.1M | 3.4% | +42.4% |
| American Investment Services, Inc. | Wealth advisor | 116.5K | $8.9M | 2.0% | +2707.0% |
| Keystone Financial Group, Inc. | Wealth advisor | 112.1K | $8.6M | 4.4% | +25.4% |
| CGN Advisors LLC | Wealth advisor | 104.2K | $7.9M | 0.6% | +6.7% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 58.6K | $4.5M | 0.5% | +37.9% |
| Alliance Private Wealth, LLC | Wealth advisor | 54.9K | $4.2M | 1.5% | +4.4% |
| MASTER'S WEALTH MANAGEMENT INC. | Wealth advisor | 52.7K | $4.0M | 1.4% | +23.1% |
| RW Investment Management LLC | Wealth advisor | 50.0K | $3.8M | 0.4% | — |
| IRON Financial LLC | Wealth advisor | 45.3K | $3.5M | 1.5% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 42.7K | $3.3M | 0.0% | New |
| Belpointe Asset Management LLC | Wealth advisor | 40.6K | $3.1M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 38.2K | $2.9M | 0.0% | +29.8% |
| Rialto Wealth Management, LLC | Wealth advisor | 36.6K | $2.8M | 0.6% | +21.2% |
| Dakota Wealth Management | Other | 32.7K | $2.5M | 0.1% | -5.7% |
| Professional Financial Advisors, LLC | Wealth advisor | 32.6K | $2.5M | 0.5% | New |
| Topsail Wealth Management, LLC | Wealth advisor | 32.3K | $2.5M | 0.4% | +0.4% |
| Harbor Group, Inc. | Wealth advisor | 31.5K | $2.4M | 0.3% | +130.6% |
| Platt Wealth Management LLC | Wealth advisor | 27.0K | $2.1M | 2.0% | +19.5% |
| Aprio Wealth Management, LLC | Wealth advisor | 26.9K | $2.1M | 0.1% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 25.7K | $2.0M | 0.0% | +1586.9% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 25.6K | $2.0M | 0.1% | New |
| Blue Trust, Inc. | Wealth advisor | 25.4K | $1.9M | 0.0% | +496.4% |
| Verum Partners LLC | Wealth advisor | 21.5K | $1.6M | 0.3% | +11.8% |
| LPL Financial LLC | Bank broker | 20.6K | $1.6M | 0.0% | +181.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 18.8K | $1.4M | 0.0% | +140.6% |
| CRA Financial Services, LLC | Wealth advisor | 18.3K | $1.4M | 0.2% | +3.3% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 15.9K | $1.2M | 0.0% | New |
| Burton Enright Welch | Wealth advisor | 15.5K | $1.2M | 0.2% | +5.4% |
| Baker Ellis Asset Management LLC | Other | 15.4K | $1.2M | 0.1% | Held |
| BOSTON FAMILY OFFICE LLC | Other | 15.2K | $1.2M | 0.1% | +1.6% |
| Breakwater Capital Group | Wealth advisor | 15.0K | $1.1M | 0.2% | +16.2% |
| MFA Wealth Services | Wealth advisor | 15.0K | $1.1M | 0.8% | +1.8% |
| Stonebridge Financial Group, LLC | Wealth advisor | 14.8K | $1.1M | 0.1% | +43.7% |
| Essex Financial Services, Inc. | Wealth advisor | 14.8K | $1.1M | 0.1% | +2.1% |
| &PARTNERS | Diversified mechanical | 11.0K | $1.1M | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 12.9K | $981K | 0.0% | New |
| Signal Advisors Wealth, LLC | Wealth advisor | 11.2K | $852K | 0.1% | New |
| Acumen Wealth Advisors, LLC | Other | 11.1K | $844K | 0.2% | +4122.9% |
| Kelman-Lazarov, Inc. | Wealth advisor | 10.5K | $804K | 0.1% | +2.8% |
| Clearstead Advisors, LLC | Wealth advisor | 9.8K | $744K | 0.0% | New |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 9.7K | $740K | 0.0% | +61.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 9.6K | $729K | 0.0% | New |
| Prospera Capital Management, LLC | Wealth advisor | 9.3K | $713K | 0.4% | Held |
| Integrated Wealth Concepts LLC | Wealth advisor | 8.7K | $665K | 0.0% | New |
| New England Private Wealth Advisors LLC | Wealth advisor | 8.4K | $640K | 0.1% | 0.0% |
| Timmons Wealth Management, LLC | Wealth advisor | 7.7K | $586K | 0.6% | +126.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.