VSDM Institutional Ownership
Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF
1W: +0.3%
1M: -1.8%
YTD: -2.1%
$74.44
-0.01 (-0.01%)
Weekly Expected Move ±0.5%
$74
$74
$74
$75
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VSDM
135
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
281M
Total Invested
35
New Positions
62
Increased
22
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (138 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Services of America | 280,929 | $21M | +24,845 | +9.7% | 7Q | SEC ↗ |
| 2 | TRUIST FINANCIAL CORP | 251,105 | $19M | +100,365 | +66.6% | 3Q | SEC ↗ |
| 3 | Mills Wealth Advisors LLC | 164,926 | $12M | -5,086 | -3.0% | 7Q | SEC ↗ |
| 4 | S.A. Mason LLC | 163,888 | $12M | +44,841 | +37.7% | 3Q | SEC ↗ |
| 5 | Opus Capital Group, LLC | 148,913 | $11M | +14,555 | +10.8% | 6Q | SEC ↗ |
| 6 | Keystone Financial Group, Inc. | 142,196 | $11M | +30,073 | +26.8% | 5Q | SEC ↗ |
| 7 | Kestra Investment Management, LLC NEW | 139,319 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 8 | American Investment Services, Inc. | 128,709 | $10M | +12,245 | +10.5% | 3Q | SEC ↗ |
| 9 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 126,587 | $9M | +67,973 | +116.0% | 3Q | SEC ↗ |
| 10 | CGN Advisors LLC | 124,154 | $9M | +19,997 | +19.2% | 5Q | SEC ↗ |
| 11 | Quantinno Capital Management LP NEW | 98,000 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Frisch Financial Group, Inc. NEW | 98,000 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Acumen Wealth Advisors, LLC | 82,467 | $6M | +71,403 | +645.4% | 3Q | SEC ↗ |
| 14 | Beaird Harris Wealth Management, LLC | 74,692 | $6M | +49,051 | +191.3% | 2Q | SEC ↗ |
| 15 | RW Investment Management LLC | 70,309 | $5M | +20,337 | +40.7% | 2Q | SEC ↗ |
| 16 | IRON Financial LLC | 65,840 | $5M | +20,578 | +45.5% | 2Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 65,487 | $5M | +27,269 | +71.4% | 6Q | SEC ↗ |
| 18 | MASTER'S WEALTH MANAGEMENT INC. | 61,689 | $5M | +8,978 | +17.0% | 3Q | SEC ↗ |
| 19 | Rialto Wealth Management, LLC | 61,252 | $5M | +24,654 | +67.4% | 4Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 50,496 | $4M | +24,788 | +96.4% | 3Q | SEC ↗ |
| 21 | Belpointe Asset Management LLC | 50,421 | $4M | +9,800 | +24.1% | 2Q | SEC ↗ |
| 22 | Alliance Private Wealth, LLC | 45,501 | $3M | -9,436 | -17.2% | 3Q | SEC ↗ |
| 23 | TD Capital Management LLC NEW | 43,473 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 41,724 | $3M | -1,024 | -2.4% | 2Q | SEC ↗ |
| 25 | Topsail Wealth Management, LLC | 40,843 | $3M | +8,581 | +26.6% | 4Q | SEC ↗ |
| 26 | GSG Advisors LLC NEW | 39,200 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Professional Financial Advisors, LLC | 38,255 | $3M | +5,690 | +17.5% | 2Q | SEC ↗ |
| 28 | Timmons Wealth Management, LLC | 37,636 | $3M | +29,953 | +389.9% | 3Q | SEC ↗ |
| 29 | LPL Financial LLC | 37,512 | $3M | +16,953 | +82.5% | 3Q | SEC ↗ |
| 30 | Platt Wealth Management LLC | 36,742 | $3M | +9,782 | +36.3% | 3Q | SEC ↗ |
| 31 | Dakota Wealth Management | 35,875 | $3M | +3,201 | +9.8% | 3Q | SEC ↗ |
| 32 | GREAT VALLEY ADVISOR GROUP, INC. | 32,858 | $2M | +23,303 | +243.9% | 2Q | SEC ↗ |
| 33 | Bedel Financial Consulting, Inc. NEW | 30,560 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 28,573 | $2M | +28,473 | +28473.0% | 4Q | SEC ↗ |
| 35 | Aprio Wealth Management, LLC | 27,970 | $2M | +1,025 | +3.8% | 3Q | SEC ↗ |
| 36 | MBM WEALTH CONSULTANTS, LLC NEW | 27,594 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Harbor Group, Inc. | 25,899 | $2M | -5,559 | -17.7% | 5Q | SEC ↗ |
| 38 | Stonebridge Financial Group, LLC | 23,716 | $2M | +8,888 | +59.9% | 3Q | SEC ↗ |
| 39 | Verum Partners LLC | 23,102 | $2M | +1,601 | +7.4% | 5Q | SEC ↗ |
| 40 | Burton Enright Welch | 21,387 | $2M | +5,892 | +38.0% | 5Q | SEC ↗ |
| 41 | Karpus Management, Inc. NEW | 21,000 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | BOSTON FAMILY OFFICE LLC | 20,487 | $2M | +5,252 | +34.5% | 4Q | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 19,906 | $1M | +1,088 | +5.8% | 5Q | SEC ↗ |
| 44 | HighTower Advisors, LLC NEW | 18,959 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | CRA Financial Services, LLC | 17,988 | $1M | -335 | -1.8% | 7Q | SEC ↗ |
| 46 | Essex Financial Services, Inc. | 17,622 | $1M | +2,795 | +18.9% | 6Q | SEC ↗ |
| 47 | Pandowealth. LLC | 16,754 | $1M | +7,650 | +84.0% | 2Q | SEC ↗ |
| 48 | Baker Ellis Asset Management LLC | 16,400 | $1M | +1,000 | +6.5% | 7Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 16,016 | $1M | +7,301 | +83.8% | 2Q | SEC ↗ |
| 50 | NEUBERGER BERMAN GROUP LLC | 15,910 | $1M | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Kestra Investment Management, LLC | 139,319 | $10M |
| Frisch Financial Group, Inc. | 98,000 | $7M |
| Quantinno Capital Management LP | 98,000 | $7M |
| TD Capital Management LLC | 43,473 | $3M |
| GSG Advisors LLC | 39,200 | $3M |
| Bedel Financial Consulting, Inc. | 30,560 | $2M |
| MBM WEALTH CONSULTANTS, LLC | 27,594 | $2M |
| Karpus Management, Inc. | 21,000 | $2M |
| HighTower Advisors, LLC | 18,959 | $1M |
| TCI Wealth Advisors, Inc. | 15,420 | $1M |
| NATIXIS ADVISORS, LLC | 13,198 | $982K |
| Wedmont Private Capital | 13,156 | $979K |
| Composition Wealth, LLC | 13,106 | $976K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10,262 | $764K |
| Cascade Wealth Advisors, Inc | 10,140 | $755K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,608 | $641K |
| Donalies Financial Planning, LLC | 8,314 | $619K |
| VSM Wealth Advisory, LLC | 6,989 | $520K |
| Forum Financial Management, LP | 6,567 | $489K |
| OakTrust Wealth Advisors, LLC | 6,509 | $485K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Greenwich Wealth Management LLC | 35,993 | $3M |
| Blue Trust, Inc. | 25,388 | $2M |
| HRT FINANCIAL LP | 12,861 | $957K |
| CITADEL ADVISORS LLC | 9,861 | $734K |
| Clearstead Advisors, LLC | 9,751 | $726K |
| GOLDMAN SACHS GROUP INC | 3,977 | $296K |
| Wayfinding Financial, LLC | 3,608 | $269K |
| Strategic Investment Solutions, Inc | 3,302 | $246K |
| Rosenberg Matthew Hamilton | 3,202 | $238K |
| Root Financial Partners, LLC | 2,745 | $204K |
| Vise Technologies, Inc. | 2,745 | $204K |
| Wilmington Savings Fund Society, FS | 2,158 | $161K |
| Destiny Wealth Partners, LLC | 856 | $64K |
| UBS Group AG | 551 | $41K |
Biggest Increases (20)
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Alliance Private Wealth, LLC | -9,436 | -17.2% | 45,501 |
| Breakwater Capital Group | -6,164 | -41.0% | 8,864 |
| Harbor Group, Inc. | -5,559 | -17.7% | 25,899 |
| Mills Wealth Advisors LLC | -5,086 | -3.0% | 164,926 |
| Beacon Pointe Advisors, LLC | -1,300 | -26.5% | 3,600 |
| Bank of New York Mellon Corp | -1,024 | -2.4% | 41,724 |
| MFA Wealth Services | -882 | -5.9% | 14,082 |
| Corient Private Wealth LP | -710 | -9.8% | 6,537 |
| Soltis Investment Advisors LLC | -655 | -9.3% | 6,371 |
| CRA Financial Services, LLC | -335 | -1.8% | 17,988 |
| Advyzon Investment Management, LLC | -27 | -0.7% | 3,815 |