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VSDM — VANGUARD SHORT TAX-EX BOND

Reported value held$6.49M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)3
Institutional value$5.39M · 70.30K sh
New / Add / Cut / Exit1 / 0 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +62.4% (+27.00K sh)
Institutional value change Up +63.1%

As of Q2 2026, 3 SEC-registered investment managers reported holding VSDM (VANGUARD SHORT TAX-EX BOND) in their latest 13F filings, with a combined reported value of $5.39M across 70.30K shares. That is +62.4% by share count (+27.00K shares) versus the previous quarter, while reported value moved +63.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
BNY Mellon history 41.72K $3.20M 0.00% Reduce
JPMorgan Chase & Co history 28.57K $2.19M 0.00% New
Wells Fargo & Co history 1 $55 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
BNY Mellon history 42.75K $3.26M 0.00% New
UBS Group AG history 551 $42.03K 0.00% New
Wells Fargo & Co history 1 $66 0.00% Hold

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 9.86K $753.87K 0.00% New
JPMorgan Chase & Co history 4.56K $348.38K 0.00% Add
Goldman Sachs Group history 3.98K $304.04K 0.00% New
Wells Fargo & Co history 1 $66 0.00% Hold

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 2.50K $191.98K 0.00% New
Wells Fargo & Co history 1 $49 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 3.15K $238.34K 0.00% New

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 4.86K $363.80K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024
BNY Mellon 41.72K 42.75K — — — —
JPMorgan Chase & Co 28.57K — 4.56K 2.50K — 4.86K
Wells Fargo & Co 1 1 1 1 — —
Citadel Advisors — — 9.86K — 3.15K —
Goldman Sachs Group — — 3.98K — — —
UBS Group AG — 551 — — — —

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