Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SHORT TAX EXEMPT
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Number of holders
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16
-
Total 13F shares, excl. options
-
394K
-
Shares change
-
-85.1K
-
Total reported value, excl. options
-
$29.7M
-
Value change
-
-$6.4M
-
Number of buys
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15
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Number of sells
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-3
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Price
-
$75.34
Significant Holders of VANGUARD MUN BD FDS - SHORT TAX EXEMPT (VSDM) as of Q1 2025
18 filings reported holding VSDM - VANGUARD MUN BD FDS - SHORT TAX EXEMPT as of Q1 2025.
VANGUARD MUN BD FDS - SHORT TAX EXEMPT (VSDM) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 394K shares
.
Largest 10 shareholders include XML Financial, LLC (133K shares), Mills Wealth Advisors LLC (56.5K shares), Capital Investment Services of America, Inc. (47K shares), Conservest Capital Advisors, Inc. (37.2K shares), JANE STREET GROUP, LLC (34.2K shares), Wayfinding Financial, LLC (23.9K shares), CRA Financial Services, LLC (17K shares), Baker Ellis Asset Management LLC (11.1K shares), Essex Financial Services, Inc. (7.11K shares), and MFA Wealth Services (5.53K shares).
This table shows the top 16 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.