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Vanguard Short Tax-Ex Bond (VSDM)

CUSIP: 922907696 | NYSE | 175 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Truist Financial Corp303,242
0.0% of portfolio›$22.6M
Capital Investment Services of America, Inc.280,854
1.9% of portfolio›$20.9M
Sageworth Trust Co256,500
0.7% of portfolio›$19.1M
Acumen Wealth Advisors, LLC252,767
3.4% of portfolio›$18.8M
LPL Financial LLC186,894
0.0% of portfolio›$13.9M
S.A. Mason LLC179,761
3.9% of portfolio›$13.4M
Opus Capital Group, LLC157,455
0.0% of portfolio›$11.7K
Keystone Financial Group, Inc.148,889
5.9% of portfolio›$11.1M
CGN Advisors LLC146,639
0.8% of portfolio›$10.9M
Commonwealth Equity Services, LLC108,615
0.0% of portfolio›$8.1M
Elser Financial Planning, Inc107,463
0.3% of portfolio›$8.0M
TCI Wealth Advisors, Inc.94,415
0.3% of portfolio›$7.0M
RW Investment Management LLC83,322
0.5% of portfolio›$6.2M
Master's Wealth Management Inc.77,044
1.7% of portfolio›$5.7M
Iron Financial LLC66,542
2.1% of portfolio›$4.9M
Mills Wealth Advisors LLC65,250
1.5% of portfolio›$4.9M
Klingman & Associates, LLC50,828
0.2% of portfolio›$3.8M
Platt Wealth Management LLC50,809
0.0% of portfolio›$3.8K
Apex Wealth Management, LLC45,703
2.0% of portfolio›$3.4M
MBM Wealth Consultants, LLC44,744
0.6% of portfolio›$3.3M
GSG Advisors LLC43,051
0.7% of portfolio›$3.2M
Alliance Private Wealth, LLC42,846
1.2% of portfolio›$3.2M
Bank of New York Mellon Corp41,868
0.0% of portfolio›$3.1M
Professional Financial Advisors, LLC40,610
0.5% of portfolio›$3.0M
Bedel Financial Consulting, Inc.38,422
0.3% of portfolio›$2.9M
Burton Enright Welch37,850
0.3% of portfolio›$2.8M
Red Mountain Financial, LLC33,011
2.0% of portfolio›$2.5M
Parsons Capital Management Inc31,248
0.1% of portfolio›$2.3M
Rochester Wealth Strategies, LLC30,919
1.3% of portfolio›$2.3M
Stonebridge Financial Group, LLC29,853
0.2% of portfolio›$2.2M
Aprio Wealth Management, LLC29,285
0.1% of portfolio›$2.2M
Harbor Group, Inc.25,422
0.2% of portfolio›$1.9M
CFS Investment Advisory Services, LLC20,493
0.1% of portfolio›$1.5M
Wedmont Private Capital18,853
0.0% of portfolio›$1.4M
Verum Partners LLC18,630
0.2% of portfolio›$1.4M
CRA Financial Services, LLC17,988
0.1% of portfolio›$1.3M
Baker Ellis Asset Management LLC16,600
0.1% of portfolio›$1.2M
Thrivent Financial for Lutherans13,614
0.0% of portfolio›$1.0K
Gutierrez Wealth Advisory, LLC13,337
0.5% of portfolio›$992.0K
Wealth Enhancement Advisory Services, LLC13,093
0.0% of portfolio›$973.6K
MFA Wealth Services12,793
0.6% of portfolio›$951.5K
Quantum Financial Planning Services, Inc.12,217
0.2% of portfolio›$908.7K
PFW Advisors LLC11,565
0.3% of portfolio›$860.2K
Burney Co/11,486
0.0% of portfolio›$854.4K
Signal Advisors Wealth, LLC11,165
0.0% of portfolio›$830.5K
Indivisible Partners11,145
0.0% of portfolio›$828.9K
Kestra Advisory Services, LLC10,678
0.0% of portfolio›$794.2K
Farther Finance Advisors, LLC10,590
0.0% of portfolio›$787.7K
Donalies Financial Planning, LLC10,586
0.6% of portfolio›$787.4K
Brookstone Capital Management10,542
0.0% of portfolio›$784.1K
Prospera Capital Management, LLC9,342
0.2% of portfolio›$694.9K
Vestment Financial LLC8,653
0.3% of portfolio›$643.9K
New England Private Wealth Advisors LLC8,395
0.1% of portfolio›$624.5K
Cypress Capital, LLC8,288
0.2% of portfolio›$616.4K
OmniStar Financial Group, Inc.8,160
0.3% of portfolio›$606.9K
Cherry Tree Wealth Management, LLC7,881
0.1% of portfolio›$586.2K
Bryn Mawr Trust Advisors, LLC7,247
0.0% of portfolio›$539.1K
Chicago Partners Investment Group LLC7,190
0.0% of portfolio›$542.9K
Willow Creek Wealth Management Inc.6,663
0.0% of portfolio›$495.6K
Forum Financial Management, LP6,601
0.0% of portfolio›$491.0K
L. Roy Papp & Associates, LLP6,520
0.0% of portfolio›$485.0K
Thompson Siegel & Walmsley LLC6,161
0.0% of portfolio›$458
Deroy & Devereaux Private Investment Counsel Inc6,030
0.0% of portfolio›$449
Encompass Wealth Advisors, LLC5,600
0.1% of portfolio›$416.5K
Soltis Investment Advisors LLC5,566
0.0% of portfolio›$414.0K
Cambridge Investment Research Advisors, Inc.5,524
0.0% of portfolio›$411
Financial Planning Hawaii, Inc.4,544
0.2% of portfolio›$338.0K
Worth Asset Management, LLC4,460
0.1% of portfolio›$331.8K
EverSource Wealth Advisors, LLC4,456
0.0% of portfolio›$331.4K
Ascent Group, LLC4,322
0.0% of portfolio›$321.5K
SpringVest Wealth Management LLC4,191
0.2% of portfolio›$311.7K
Members Wealth LLC4,149
0.2% of portfolio›$308.2K
Bill Few Associates, Inc.4,112
0.1% of portfolio›$305.9K
Next Level Wealth Planning, LLC3,867
0.1% of portfolio›$287.7K
XY Planning Network, Inc.3,706
0.0% of portfolio›$275.7K
Werba Rubin Papier Wealth Management2,940
0.0% of portfolio›$218.7K
Foundry Financial LLC2,933
0.1% of portfolio›$218.2K
Elmwood Wealth Management, Inc.2,725
0.0% of portfolio›$202.7K
Plante Moran Financial Advisors, LLC2,419
0.0% of portfolio›$179.9K
Burk Holdings LLC1,958
0.1% of portfolio›$145.6K
Ashton Thomas Private Wealth, LLC1,548
0.0% of portfolio›$115.1K
Trust Co1,519
0.0% of portfolio›$113.0K
Lanark Financial, Inc.1,344
0.0% of portfolio›$99.9K
Private Trust Co NA831
0.0% of portfolio›$61.8K
Wealth Enhancement Trust Services, Inc.525
0.0% of portfolio›$39.1K
Ascentis Independent Advisors467
0.0% of portfolio›$34.7K
Planning Strategies Inc.307
0.0% of portfolio›$22.8K
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$11
IFP Advisors, Inc130
0.0% of portfolio›$9.7K
StyleTurnoverLocationFiled
Truist Financial Corp
303,242$22.6M0.0%CoreLowCharlotte, NC2026-10-30
Capital Investment Services of America, Inc.
280,854$20.9M1.9%GrowthLowMilwaukee, WI2026-11-02
Sageworth Trust Co
256,500$19.1M0.7%ETFLowLancaster, PA2026-10-30
Acumen Wealth Advisors, LLC
252,767$18.8M3.4%GrowthHighChattanooga, TN2026-11-05
LPL Financial LLC
186,894$13.9M0.0%IndexVery LowFort Mill, SC2026-11-06
S.A. Mason LLC
179,761$13.4M3.9%GrowthVery LowHolland, MI2026-10-13
Opus Capital Group, LLC
157,455$11.7K0.0%ETFVery LowCincinnati, OH2026-10-30
Keystone Financial Group, Inc.
148,889$11.1M5.9%ETFLowAtlanta, GA2026-10-13
CGN Advisors LLC
146,639$10.9M0.8%ETFLowManhattan, KS2026-10-21
Commonwealth Equity Services, LLC
108,615$8.1M0.0%ETFLowWaltham, MA2026-11-02
Elser Financial Planning, Inc
107,463$8.0M0.3%GARPLowIndianapolis, IN2026-10-16
TCI Wealth Advisors, Inc.
94,415$7.0M0.3%ETFLowTucson, AZ2026-10-30
RW Investment Management LLC
83,322$6.2M0.5%ETFLowEagle, ID2026-11-03
Master's Wealth Management Inc.
77,044$5.7M1.7%ETFMediumLancaster, PA2026-10-22
Iron Financial LLC
66,542$4.9M2.1%ETFLowNorthbrook, IL2026-10-23
Mills Wealth Advisors LLC
65,250$4.9M1.5%ETFMediumSouthlake, TX2026-10-22
Klingman & Associates, LLC
50,828$3.8M0.2%ETFVery LowNew York, NY2026-10-20
Platt Wealth Management LLC
50,809$3.8K0.0%GrowthVery LowSan Diego, CA2026-11-04
Apex Wealth Management, LLC
45,703$3.4M2.0%ETFMediumBedford, NH2026-10-20
MBM Wealth Consultants, LLC
44,744$3.3M0.6%ETFVery LowChesterfield, MO2026-10-20
GSG Advisors LLC
43,051$3.2M0.7%ETFVery LowMount Laurel, NJ2026-11-03
Alliance Private Wealth, LLC
42,846$3.2M1.2%ETFVery LowNorth Reading, MA2026-10-20
Bank of New York Mellon Corp
41,868$3.1M0.0%CoreLowNew York, NY2026-11-05
Professional Financial Advisors, LLC
40,610$3.0M0.5%ETFMediumNorth Platte, NE2026-10-13
Bedel Financial Consulting, Inc.
38,422$2.9M0.3%Agg GrowthVery LowIndianapolis, IN2026-11-06
Burton Enright Welch
37,850$2.8M0.3%ETFVery LowWalnut Creek, CA2026-11-04
Red Mountain Financial, LLC
33,011$2.5M2.0%ETFLowFort Collins, CO2026-11-03
Parsons Capital Management Inc
31,248$2.3M0.1%CoreLowProvidence, RI2026-10-28
Rochester Wealth Strategies, LLC
30,919$2.3M1.3%ETFLowRochester, MI2026-11-03
Stonebridge Financial Group, LLC
29,853$2.2M0.2%ETFMediumWormleysburg, PA2026-10-01
Aprio Wealth Management, LLC
29,285$2.2M0.1%ETFMediumAtlanta, GA2026-10-28
Harbor Group, Inc.
25,422$1.9M0.2%ETFVery LowBedford, NH2026-10-14
CFS Investment Advisory Services, LLC
20,493$1.5M0.1%ETFMediumTotowa, NJ2026-10-19
Wedmont Private Capital
18,853$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
Verum Partners LLC
18,630$1.4M0.2%ETFLowCharlotte, NC2026-10-21
CRA Financial Services, LLC
17,988$1.3M0.1%ETFVery LowNorthfield, NJ2026-10-16
Baker Ellis Asset Management LLC
16,600$1.2M0.1%GARPVery LowVancouver, WA2026-10-14
Thrivent Financial for Lutherans
13,614$1.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Gutierrez Wealth Advisory, LLC
13,337$992.0K0.5%ETFLowLittle Rock, AR2026-11-02
Wealth Enhancement Advisory Services, LLC
13,093$973.6K0.0%CoreLowPlymouth, MN2026-10-13
MFA Wealth Services
12,793$951.5K0.6%ETFLowThousand Oaks, CA2026-10-14
Quantum Financial Planning Services, Inc.
12,217$908.7K0.2%ETFVery LowSpokane, WA2026-10-14
PFW Advisors LLC
11,565$860.2K0.3%CoreLowAtlanta, GA2026-10-07
Burney Co/
11,486$854.4K0.0%GARPMediumReston, VA2026-10-15
Signal Advisors Wealth, LLC
11,165$830.5K0.0%ETFLowDetroit, MI2026-10-13
Indivisible Partners
11,145$828.9K0.0%GrowthMediumClearwater, FL2026-10-26
Kestra Advisory Services, LLC
10,678$794.2K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
10,590$787.7K0.0%IndexLowSan Francisco, CA2026-10-08
Donalies Financial Planning, LLC
10,586$787.4K0.6%ETFVery LowWashington, DC2026-10-19
Brookstone Capital Management
10,542$784.1K0.0%ETFMediumWheaton, IL2026-10-22
Prospera Capital Management, LLC
9,342$694.9K0.2%ETFVery LowGilbert, AZ2026-10-19
Vestment Financial LLC
8,653$643.9K0.3%ETFVery LowChanhassen, MN2026-10-13
New England Private Wealth Advisors LLC
8,395$624.5K0.1%ETFVery LowWellesley, MA2026-10-19
Cypress Capital, LLC
8,288$616.4K0.2%ETFMediumFranklin, TN2026-10-20
OmniStar Financial Group, Inc.
8,160$606.9K0.3%ValueHighWilmington, NC2026-10-26
Cherry Tree Wealth Management, LLC
7,881$586.2K0.1%ETFVery LowMinnetonka, MN2026-10-15
Bryn Mawr Trust Advisors, LLC
7,247$539.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Chicago Partners Investment Group LLC
7,190$542.9K0.0%GARPLowChicago, IL2026-10-27
Willow Creek Wealth Management Inc.
6,663$495.6K0.0%ETFVery LowSebastopol, CA2026-10-26
Forum Financial Management, LP
6,601$491.0K0.0%ETFLowLombard, IL2026-10-16
L. Roy Papp & Associates, LLP
6,520$485.0K0.0%CoreVery LowPhoenix, AZ2026-10-21
Thompson Siegel & Walmsley LLC
6,161$4580.0%Deep ValueMediumRichmond, VA2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
6,030$4490.0%ValueMediumBloomfield Hills, MI2026-10-26
Encompass Wealth Advisors, LLC
5,600$416.5K0.1%ETFVery LowPortland, OR2026-10-15
Soltis Investment Advisors LLC
5,566$414.0K0.0%CoreMediumSt. George, UT2026-10-28
Cambridge Investment Research Advisors, Inc.
5,524$4110.0%ETFLowFairfield, IA2026-11-02
Financial Planning Hawaii, Inc.
4,544$338.0K0.2%CoreVery LowHonolulu, HI2026-10-13
Worth Asset Management, LLC
4,460$331.8K0.1%ETFHighDallas, TX2026-10-07
EverSource Wealth Advisors, LLC
4,456$331.4K0.0%CoreMediumBirmingham, AL2026-11-04
Ascent Group, LLC
4,322$321.5K0.0%CoreLowVirginia Beach, VA2026-10-30
SpringVest Wealth Management LLC
4,191$311.7K0.2%ETFLowDallas, TX2026-10-27
Members Wealth LLC
4,149$308.2K0.2%ETFLowMedia, PA2026-10-20
Bill Few Associates, Inc.
4,112$305.9K0.1%CoreVery LowSewickley, PA2026-10-09
Next Level Wealth Planning, LLC
3,867$287.7K0.1%ETFVery LowMeridian, ID2026-10-29
XY Planning Network, Inc.
3,706$275.7K0.0%ETFLowBozeman, MT2026-10-14
Werba Rubin Papier Wealth Management
2,940$218.7K0.0%ETFLowSan Jose, CA2026-11-06
Foundry Financial LLC
2,933$218.2K0.1%ETFMediumPasadena, CA2026-10-16
Elmwood Wealth Management, Inc.
2,725$202.7K0.0%ETFLowBerkeley, CA2026-10-14
Plante Moran Financial Advisors, LLC
2,419$179.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Burk Holdings LLC
1,958$145.6K0.1%ETFVery LowTulsa, OK2026-11-05
Ashton Thomas Private Wealth, LLC
1,548$115.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Trust Co
1,519$113.0K0.0%ETFVery LowManhattan, KS2026-10-09
Lanark Financial, Inc.
1,344$99.9K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
831$61.8K0.0%CoreLowCleveland, OH2026-10-20
Wealth Enhancement Trust Services, Inc.
525$39.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Ascentis Independent Advisors
467$34.7K0.0%ETFLowDallas, TX2026-11-03
Planning Strategies Inc.
307$22.8K0.0%ETFN/ALancaster, PA2026-10-02
Hazlett, Burt & Watson, Inc.
150$110.0%CoreVery LowWheeling, WV2026-11-04
IFP Advisors, Inc
130$9.7K0.0%GrowthLowTampa, FL2026-10-16