VSDM Institutional Ownership & Shareholders
VANGUARD SHORT TAX-EX BOND (VSDM) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $322.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Truist Financial Corp is currently the largest disclosed institutional shareholder of VSDM tracked by InsiderSet, reporting ownership valued at approximately $22.56M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.96M, representing an estimated gain of +1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed VSDM value among the investors covered in this analysis. Major shareholders include Truist Financial Corp, Capital Investment Services Of America, Inc., Sageworth Trust Co, and several other long-term asset managers with concentrated positions in VANGUARD SHORT TAX-EX BOND (VSDM).
This page ranks the largest institutional VSDM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
141
Total Reported Value
$322.89M
Largest Holder
Truist Financial Corp
Largest Position
$22.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truist Financial Corp | 0.03% | 303,242 | $22,555,144 | $22,955,419 | +$400,275 | +1.77% | |
| Capital Investment Services Of America, Inc. | 1.91% | 280,854 | $20,889,921 | $21,260,648 | +$370,727 | +1.77% | |
| Sageworth Trust Co | 0.72% | 256,500 | $19,078,470 | $19,417,050 | +$338,580 | +1.77% | |
| S.A. Mason Llc | 3.93% | 179,761 | $13,370,623 | $13,607,908 | +$237,285 | +1.77% | |
| Keystone Financial Group, Inc. | 5.90% | 148,889 | $11,074,362 | $11,270,897 | +$196,535 | +1.77% | |
| Cgn Advisors Llc | 0.84% | 146,639 | $10,906,976 | $11,100,572 | +$193,596 | +1.77% | |
| American Investment Services, Inc. | 2.08% | 128,709 | $9,862,971 | $9,743,271 | -$119,700 | -1.21% | |
| Mosaic Family Wealth Partners, Llc | 0.66% | 126,587 | $9,700,330 | $9,582,636 | -$117,694 | -1.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 108,615 | $8,078,810 | $8,222,156 | +$143,346 | +1.77% | |
| Elser Financial Planning, Inc | 0.35% | 107,463 | $7,993,098 | $8,134,949 | +$141,851 | +1.77% | |
| Frisch Financial Group, Inc. | 1.29% | 98,000 | $7,509,740 | $7,418,600 | -$91,140 | -1.21% | |
| Quantinno Capital Management Lp | 0.01% | 98,000 | $7,509,740 | $7,418,600 | -$91,140 | -1.21% | |
| Tci Wealth Advisors, Inc. | 0.28% | 94,415 | $7,022,588 | $7,147,216 | +$124,628 | +1.77% | |
| Acumen Wealth Advisors, Llc | 1.34% | 82,467 | $6,319,447 | $6,242,752 | -$76,695 | -1.21% | |
| Rw Investment Management Llc | 0.55% | 83,322 | $6,197,491 | $6,307,475 | +$109,984 | +1.77% | |
| Master'S Wealth Management Inc. | 1.67% | 77,044 | $5,730,533 | $5,832,231 | +$101,698 | +1.77% | |
| Beaird Harris Wealth Management, Llc | 0.36% | 74,692 | $5,723,648 | $5,654,184 | -$69,464 | -1.21% | |
| Iron Financial Llc | 2.06% | 66,542 | $4,949,405 | $5,037,229 | +$87,824 | +1.77% | |
| Mills Wealth Advisors Llc | 1.54% | 65,250 | $4,853,295 | $4,939,425 | +$86,130 | +1.77% | |
| Rialto Wealth Management, Llc | 0.93% | 61,252 | $4,693,741 | $4,636,776 | -$56,965 | -1.21% | |
| Jones Financial Companies Lllp | 0.00% | 50,496 | $3,866,446 | $3,822,547 | -$43,899 | -1.14% | |
| Belpointe Asset Management Llc | 0.13% | 50,421 | $3,863,813 | $3,816,870 | -$46,943 | -1.21% | |
| Klingman & Associates, Llc | 0.16% | 50,828 | $3,780,587 | $3,847,680 | +$67,093 | +1.77% | |
| Apex Wealth Management, Llc | 2.00% | 45,703 | $3,399,393 | $3,459,717 | +$60,324 | +1.77% | |
| Td Capital Management Llc | 0.27% | 43,473 | $3,331,340 | $3,290,906 | -$40,434 | -1.21% | |
| Mbm Wealth Consultants, Llc | 0.61% | 44,744 | $3,328,059 | $3,387,121 | +$59,062 | +1.77% | |
| Gsg Advisors Llc | 0.68% | 43,051 | $3,202,117 | $3,258,961 | +$56,844 | +1.78% | |
| Bank Of New York Mellon Corp | 0.00% | 41,724 | $3,197,334 | $3,158,507 | -$38,827 | -1.21% | |
| Alliance Private Wealth, Llc | 1.19% | 42,846 | $3,186,920 | $3,243,442 | +$56,522 | +1.77% | |
| Topsail Wealth Management, Llc | 0.40% | 40,843 | $3,129,820 | $3,091,815 | -$38,005 | -1.21% | |
| Professional Financial Advisors, Llc | 0.51% | 40,610 | $3,020,577 | $3,074,177 | +$53,600 | +1.77% | |
| Timmons Wealth Management, Llc | 2.11% | 37,636 | $2,884,047 | $2,849,045 | -$35,002 | -1.21% | |
| Lpl Financial Llc | 0.00% | 37,512 | $2,874,507 | $2,839,658 | -$34,849 | -1.21% | |
| Burton Enright Welch | 0.30% | 37,850 | $2,815,262 | $2,865,245 | +$49,983 | +1.78% | |
| Great Valley Advisor Group, Inc. | 0.04% | 32,858 | $2,517,944 | $2,487,351 | -$30,593 | -1.22% | |
| Red Mountain Financial, Llc | 2.05% | 33,011 | $2,455,353 | $2,498,933 | +$43,580 | +1.77% | |
| Bedel Financial Consulting, Inc. | 0.22% | 30,560 | $2,341,813 | $2,313,392 | -$28,421 | -1.21% | |
| Parsons Capital Management Inc/Ri | 0.10% | 31,248 | $2,324,227 | $2,365,474 | +$41,247 | +1.77% | |
| Rochester Wealth Strategies, Llc | 1.25% | 30,919 | $2,299,755 | $2,340,568 | +$40,813 | +1.77% | |
| Stonebridge Financial Group, Llc | 0.16% | 29,853 | $2,220,465 | $2,259,872 | +$39,407 | +1.77% | |
| Jpmorgan Chase & Co | 0.00% | 28,573 | $2,189,263 | $2,162,976 | -$26,287 | -1.20% | |
| Aprio Wealth Management, Llc | 0.10% | 29,285 | $2,178,218 | $2,216,875 | +$38,657 | +1.77% | |
| Harbor Group, Inc. | 0.22% | 25,422 | $1,890,905 | $1,924,445 | +$33,540 | +1.77% | |
| Karpus Management, Inc. | 0.05% | 21,000 | $1,609,230 | $1,589,700 | -$19,530 | -1.21% | |
| Boston Family Office Llc | 0.10% | 20,487 | $1,570,000 | $1,550,866 | -$19,134 | -1.22% | |
| Financial Engines Advisors L.L.C. | 0.00% | 19,906 | $1,525,397 | $1,506,884 | -$18,513 | -1.21% | |
| Cfs Investment Advisory Services, Llc | 0.10% | 20,493 | $1,523,963 | $1,551,320 | +$27,357 | +1.80% | |
| Wedmont Private Capital | 0.03% | 18,853 | $1,401,910 | $1,427,172 | +$25,262 | +1.80% | |
| Verum Partners Llc | 0.23% | 18,630 | $1,385,701 | $1,410,291 | +$24,590 | +1.77% | |
| Essex Financial Services, Inc. | 0.07% | 17,622 | $1,350,374 | $1,333,985 | -$16,389 | -1.21% |
Frequently asked questions about VSDM
Who are the largest institutional holders of VSDM?
The largest institutional holders of VSDM reported in the latest SEC Form 13F filings include Truist Financial Corp, Capital Investment Services Of America, Inc., Sageworth Trust Co, S.A. Mason Llc, and Keystone Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported VSDM position.
What is VSDM institutional ownership?
This page tracks VSDM positions reported by institutional investment managers through SEC Form 13F. VANGUARD SHORT TAX-EX BOND (VSDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSDM?
InsiderSet currently tracks 141 institutional managers reporting VSDM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VSDM shareholders.
How much VSDM stock do institutions own?
Institutional investment managers disclosed approximately $322.89M in VSDM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSDM institutional ownership last updated?
The latest VSDM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VSDM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VSDM position after the reporting date.
Are institutions buying or selling VSDM?
Institutional buying and selling can be analyzed by comparing VSDM positions across consecutive 13F reporting periods. InsiderSet's VSDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSDM ownership changes.
How has VSDM institutional ownership changed over time?
InsiderSet tracks VSDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.