Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
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Equity / SHORT TAX EXEMPT
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Number of holders
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45
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Total 13F shares, excl. options
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1.08M
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Shares change
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+372K
-
Total reported value, excl. options
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$82.7M
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Value change
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+$28.5M
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Number of buys
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38
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Number of sells
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-4
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Price
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$76.70
Significant Holders of VANGUARD MUN BD FDS - SHORT TAX EXEMPT (VSDM) as of Q3 2025
46 filings reported holding VSDM - VANGUARD MUN BD FDS - SHORT TAX EXEMPT as of Q3 2025.
VANGUARD MUN BD FDS - SHORT TAX EXEMPT (VSDM) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.08M shares
.
Largest 10 shareholders include Verum Partners LLC (224K shares), Capital Investment Services of America, Inc. (159K shares), Opus Capital Group, LLC (82.8K shares), CGN Advisors LLC (82.2K shares), Mills Wealth Advisors LLC (76.3K shares), Keystone Financial Group, Inc. (58.5K shares), von Borstel & Associates, Inc. (34.3K shares), Topsail Wealth Management, LLC (31.8K shares), Greenwich Wealth Management LLC (28.4K shares), and Corient Private Wealth LLC (26K shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.