VSDM institutional holders

VANGUARD MUN BD FDS · 13F, 2026Q2

Managers holding123
Shares held3,686,938
Reported value$282.7m
Quarter flows35 new, 62 added, 11 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital Investment Services of America, Inc.280,929$21.5m2.1%
TRUIST FINANCIAL CORP251,105$19.2m0.0%
Mills Wealth Advisors LLC164,926$12.6m4.0%
S.A. Mason LLC163,888$12.6m3.9%
Opus Capital Group, LLC148,913$11.4m1.1%
Keystone Financial Group, Inc.142,196$10.9m5.9%
Kestra Investment Management, LLC139,319$10.7m0.2%
American Investment Services, Inc.128,709$9.9m2.1%
MOSAIC FAMILY WEALTH PARTNERS, LLC126,587$9.7m0.7%
CGN Advisors LLC124,154$9.5m0.7%
Quantinno Capital Management LP98,000$7.5m0.0%
Frisch Financial Group, Inc.98,000$7.5m1.3%
Acumen Wealth Advisors, LLC82,467$6.3m1.3%
Beaird Harris Wealth Management, LLC74,692$5.7m0.4%
RW Investment Management LLC70,309$5.4m0.5%
IRON Financial LLC65,840$5.0m2.1%
COMMONWEALTH EQUITY SERVICES, LLC65,487$5.0m0.0%
MASTER'S WEALTH MANAGEMENT INC.61,689$4.7m1.4%
Rialto Wealth Management, LLC61,252$4.7m0.9%
JONES FINANCIAL COMPANIES LLLP50,496$3.9m0.0%
Belpointe Asset Management LLC50,421$3.9m0.1%
Alliance Private Wealth, LLC45,501$3.5m1.2%
TD Capital Management LLC43,473$3.3m0.3%
Bank of New York Mellon Corp41,724$3.2m0.0%
Topsail Wealth Management, LLC40,843$3.1m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VSDM"). VSDM price history · All 13F data

Get a free API keySee history bundlesDownload free samples