Who Owns VSDM?
VANGUARD MUN BD FDS — Institutional Ownership & 13F Holdings
$76.57
-0.03 (-0.04%)
Market Cap
—
Shares Outstanding
6,400,000
Institutional Holders
16
Total Inst. Value
$29.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | XML Financial, LLC | $10.0M | 132,987 |
| 2 | Mills Wealth Advisors LLC | $4.3M | 56,464 |
| 3 | Capital Investment Services of America, Inc. | $3.5M | 46,950 |
| 4 | Conservest Capital Advisors, Inc. | $2.8M | 37,214 |
| 5 | JANE STREET GROUP, LLC | $2.6M | 34,160 |
| 6 | Wayfinding Financial, LLC | $1.8M | 23,903 |
| 7 | CRA Financial Services, LLC | $1.3M | 16,973 |
| 8 | Baker Ellis Asset Management LLC | $836K | 11,100 |
| 9 | Essex Financial Services, Inc. | $535K | 7,105 |
| 10 | MFA Wealth Services | $416K | 5,527 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Mills Wealth Advisors LLC | +46K | $4.3M |
| Capital Investment Services of America, Inc. | +18K | $3.5M |
| CRA Financial Services, LLC | +5K | $1.3M |
| Baker Ellis Asset Management LLC | +7K | $836K |
| ROYAL BANK OF CANADA | +65 | $39K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -377K | $2.6M |
Frequently Asked Questions
How many institutional investors hold VSDM?
As of Q1 2025, 16 institutional investors report holding VSDM (VANGUARD MUN BD FDS) in their 13F filings.
Which hedge fund owns the most VSDM?
The largest institutional holder of VSDM is XML Financial, LLC with $10.0M in shares.
Are institutions buying or selling VSDM?
This quarter, 10 institutions opened new positions in VSDM and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.