VANGUARD SHORT TAX-EX BOND (VSDM) Institutional Shareholders
VANGUARD SHORT TAX-EX BOND (VSDM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $265.71M in VSDM holdings during the latest filing period.
Capital Investment Services Of America, Inc. is currently the largest disclosed institutional shareholder of VSDM tracked by InsiderSet, reporting ownership valued at approximately $21.53M in its June 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 $21.13M, representing an estimated loss of -1.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed VSDM value among the investors covered in this analysis. Major shareholders include Capital Investment Services Of America, Inc., Truist Financial Corp, Mills Wealth Advisors Llc, 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
117
Total Reported Value
$265.71M
Largest Holder
Capital Investment Services Of America, Inc.
Largest Position
$21.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
134
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Investment Services Of America, Inc. | 2.11% | 280,929 | $21,527,589 | $21,131,479 | -$396,110 | -1.84% | |
| Truist Financial Corp | 0.02% | 251,105 | $19,242,152 | $18,888,118 | -$354,034 | -1.84% | |
| Mills Wealth Advisors Llc | 3.98% | 164,926 | $12,638,279 | $12,405,734 | -$232,545 | -1.84% | |
| S.A. Mason Llc | 3.86% | 163,888 | $12,558,737 | $12,327,655 | -$231,082 | -1.84% | |
| Opus Capital Group, Llc | 1.11% | 148,913 | $11,411,000 | $11,201,236 | -$209,764 | -1.84% | |
| Keystone Financial Group, Inc. | 5.72% | 142,196 | $10,896,287 | $10,695,983 | -$200,304 | -1.84% | |
| American Investment Services, Inc. | 2.08% | 128,709 | $9,862,971 | $9,681,491 | -$181,480 | -1.84% | |
| Mosaic Family Wealth Partners, Llc | 0.66% | 126,587 | $9,700,330 | $9,521,874 | -$178,456 | -1.84% | |
| Cgn Advisors Llc | 0.69% | 124,154 | $9,513,921 | $9,338,864 | -$175,057 | -1.84% | |
| Frisch Financial Group, Inc. | 1.29% | 98,000 | $7,509,740 | $7,371,560 | -$138,180 | -1.84% | |
| Quantinno Capital Management Lp | 0.01% | 98,000 | $7,509,740 | $7,371,560 | -$138,180 | -1.84% | |
| Acumen Wealth Advisors, Llc | 1.34% | 82,467 | $6,319,447 | $6,203,168 | -$116,279 | -1.84% | |
| Beaird Harris Wealth Management, Llc | 0.36% | 74,692 | $5,723,648 | $5,618,332 | -$105,316 | -1.84% | |
| Rw Investment Management Llc | 0.47% | 70,309 | $5,387,779 | $5,288,643 | -$99,136 | -1.84% | |
| Iron Financial Llc | 2.08% | 65,840 | $5,045,344 | $4,952,485 | -$92,859 | -1.84% | |
| Commonwealth Equity Services, Llc | 0.01% | 65,487 | $5,018,240 | $4,925,932 | -$92,308 | -1.84% | |
| Master'S Wealth Management Inc. | 1.42% | 61,689 | $4,727,228 | $4,640,247 | -$86,981 | -1.84% | |
| Rialto Wealth Management, Llc | 0.93% | 61,252 | $4,693,741 | $4,607,375 | -$86,366 | -1.84% | |
| Jones Financial Companies Lllp | 0.00% | 50,496 | $3,866,446 | $3,798,309 | -$68,137 | -1.76% | |
| Belpointe Asset Management Llc | 0.13% | 50,421 | $3,863,813 | $3,792,668 | -$71,145 | -1.84% | |
| Alliance Private Wealth, Llc | 1.21% | 45,501 | $3,486,757 | $3,422,585 | -$64,172 | -1.84% | |
| Td Capital Management Llc | 0.27% | 43,473 | $3,331,340 | $3,270,039 | -$61,301 | -1.84% | |
| Bank Of New York Mellon Corp | 0.00% | 41,724 | $3,197,334 | $3,138,479 | -$58,855 | -1.84% | |
| Topsail Wealth Management, Llc | 0.40% | 40,843 | $3,129,820 | $3,072,210 | -$57,610 | -1.84% | |
| Gsg Advisors Llc | 0.66% | 39,200 | $3,003,896 | $2,948,624 | -$55,272 | -1.84% | |
| Professional Financial Advisors, Llc | 0.51% | 38,255 | $2,931,504 | $2,877,541 | -$53,963 | -1.84% | |
| Timmons Wealth Management, Llc | 2.11% | 37,636 | $2,884,047 | $2,830,980 | -$53,067 | -1.84% | |
| Lpl Financial Llc | 0.00% | 37,512 | $2,874,507 | $2,821,653 | -$52,854 | -1.84% | |
| Platt Wealth Management Llc | 2.26% | 36,742 | $2,815,000 | $2,763,733 | -$51,267 | -1.82% | |
| Great Valley Advisor Group, Inc. | 0.04% | 32,858 | $2,517,944 | $2,471,579 | -$46,365 | -1.84% | |
| Bedel Financial Consulting, Inc. | 0.22% | 30,560 | $2,341,813 | $2,298,723 | -$43,090 | -1.84% | |
| Jpmorgan Chase & Co | 0.00% | 28,573 | $2,189,263 | $2,149,261 | -$40,002 | -1.83% | |
| Aprio Wealth Management, Llc | 0.11% | 27,970 | $2,143,341 | $2,103,903 | -$39,438 | -1.84% | |
| Mbm Wealth Consultants, Llc | 0.41% | 27,594 | $2,114,528 | $2,075,621 | -$38,907 | -1.84% | |
| Harbor Group, Inc. | 0.23% | 25,899 | $1,984,618 | $1,948,123 | -$36,495 | -1.84% | |
| Stonebridge Financial Group, Llc | 0.14% | 23,716 | $1,817,357 | $1,783,918 | -$33,439 | -1.84% | |
| Verum Partners Llc | 0.27% | 23,102 | $1,770,291 | $1,737,732 | -$32,559 | -1.84% | |
| Burton Enright Welch | 0.19% | 21,387 | $1,638,870 | $1,608,730 | -$30,140 | -1.84% | |
| Karpus Management, Inc. | 0.05% | 21,000 | $1,609,230 | $1,579,620 | -$29,610 | -1.84% | |
| Boston Family Office Llc | 0.10% | 20,487 | $1,570,000 | $1,541,032 | -$28,968 | -1.85% | |
| Financial Engines Advisors L.L.C. | 0.00% | 19,906 | $1,525,397 | $1,497,329 | -$28,068 | -1.84% | |
| Cra Financial Services, Llc | 0.16% | 17,988 | $1,378,420 | $1,353,057 | -$25,363 | -1.84% | |
| Essex Financial Services, Inc. | 0.07% | 17,622 | $1,350,374 | $1,325,527 | -$24,847 | -1.84% | |
| Baker Ellis Asset Management Llc | 0.13% | 16,400 | $1,256,732 | $1,233,608 | -$23,124 | -1.84% | |
| Integrated Wealth Concepts Llc | 0.01% | 16,016 | $1,227,292 | $1,204,724 | -$22,568 | -1.84% | |
| Neuberger Berman Group Llc | 0.00% | 15,910 | $1,219,183 | $1,196,750 | -$22,433 | -1.84% | |
| Tci Wealth Advisors, Inc. | 0.05% | 15,420 | $1,181,635 | $1,159,892 | -$21,743 | -1.84% | |
| &Partners | 0.00% | 14,377 | $1,101,710 | $1,081,438 | -$20,272 | -1.84% | |
| Mfa Wealth Services | 0.64% | 14,082 | $1,079,092 | $1,059,248 | -$19,844 | -1.84% | |
| Natixis Advisors, Llc | 0.00% | 13,198 | $1,011,000 | $992,754 | -$18,246 | -1.80% |
Frequently asked questions about VSDM
Who owns the most VSDM stock?
The largest holders of VSDM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD SHORT TAX-EX BOND (VSDM).
Is VSDM widely held by superinvestors?
Many widely followed stocks like VSDM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSDM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.