VSDMVANGUARD MUN BD FDS
CUSIP 922907696 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Mun Bd Fds (VSDM) has 99 institutional holders in Filings Flow’s 13F database, together reporting 2.33M shares worth $178M as of Q1 2026. The largest reported holders are Capital Investment Services Of America, Inc., Mills Wealth Advisors LLC, and Truist Financial Corp.
Institutional Holders
99
Q1 2026
Reported Value
$178M
Ticker
VSDM
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Capital Investment Services of America, Inc.$958M AUM | 2.04% | $20M | 256.1K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 4.53% | $13M | 170.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $11M | 150.7K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 1.10% | $10M | 134.4K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 3.41% | $9M | 119.0K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 1.98% | $9M | 116.5K | Q1 2026 |
| Keystone Financial Group, Inc.$192M AUM | 4.45% | $9M | 112.1K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.63% | $8M | 104.2K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.46% | $4M | 58.6K | Q1 2026 |
| Alliance Private Wealth, LLC$288M AUM | 1.51% | $4M | 54.9K | Q1 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.36% | $4M | 52.7K | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 0.37% | $4M | 50.0K | Q1 2026 |
| IRON Financial LLC$229M AUM | 1.51% | $3M | 45.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 42.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.11% | $3M | 40.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 38.2K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.63% | $3M | 36.6K | Q1 2026 |
| Greenwich Wealth Management LLC$2.4B AUM | 0.12% | $3M | 36.0K | Q4 2025OLDER |
| von Borstel & Associates, Inc.$437M AUM | 0.40% | $3M | 34.3K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 32.7K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.51% | $2M | 32.6K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.36% | $2M | 32.3K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 0.35% | $2M | 31.5K | Q1 2026 |
| Platt Wealth Management LLC$103M AUM | 2.00% | $2M | 27.0K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.11% | $2M | 26.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 25.7K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.13% | $2M | 25.6K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 25.4K | Q1 2026 |
| Lindenwold Advisors, INC$212M AUM | 0.84% | $2M | 23.1K | Q4 2025OLDER |
| Verum Partners LLC$527M AUM | 0.31% | $2M | 21.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 20.6K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 18.8K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.18% | $1M | 18.3K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 15.9K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.16% | $1M | 15.5K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.14% | $1M | 15.4K | Q1 2026 |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.08% | $1M | 15.2K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.15% | $1M | 15.0K | Q1 2026 |
| MFA Wealth Services$151M AUM | 0.76% | $1M | 15.0K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.09% | $1M | 14.8K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 14.8K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.08% | $1M | 14.4K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 11.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $981,000 | 12.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $851,778 | 11.2K | Q1 2026 |
| Acumen Wealth Advisors, LLC$372M AUM | 0.23% | $844,073 | 11.1K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.12% | $804,254 | 10.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $753,873 | 9.9K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $743,904 | 9.8K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.01% | $740,000 | 9.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $728,951 | 9.6K | Q1 2026 |
| Prospera Capital Management, LLC$199M AUM | 0.36% | $712,701 | 9.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $664,904 | 8.7K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.07% | $639,863 | 8.4K | Q1 2026 |
| Timmons Wealth Management, LLC$106M AUM | 0.56% | $586,136 | 7.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $579,194 | 7.6K | Q1 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.21% | $576,108 | 7.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $555,696 | 7.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $552,822 | 7.2K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $536,026 | 7.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $534,000 | 7.0K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.32% | $507,931 | 6.7K | Q1 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 0.06% | $497,411 | 6.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $445,534 | 5.8K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $424,859 | 5.6K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.03% | $414,066 | 5.4K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.25% | $406,318 | 5.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $373,836 | 4.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $359,555 | 4.7K | Q1 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 0.20% | $345,965 | 4.5K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $314,467 | 4.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $305,458 | 4.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $304,042 | 4.0K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $293,132 | 3.8K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.03% | $278,840 | 3.7K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $276,247 | 3.6K | Q1 2026 |
| Wayfinding Financial, LLC$230M AUM | 0.12% | $275,000 | 3.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $259,619 | 3.4K | Q1 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$2.1B AUM | 0.01% | $259,000 | 3.4K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.05% | $244,281 | 3.2K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $238,873 | 3.1K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 0.10% | $235,126 | 3.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $227,569 | 3.0K | Q3 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.05% | $226,979 | 3.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $218,647 | 2.9K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $217,427 | 2.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $217,000 | 2.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $209,855 | 2.7K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $209,416 | 2.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $205,556 | 2.7K | Q3 2025OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.06% | $204,693 | 2.7K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.11% | $200,133 | 2.6K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $164,634 | 2.2K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 0.14% | $139,687 | 1.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $119,928 | 1.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $117,334 | 1.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $108,000 | 1.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $78,884 | 1.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $75,073 | 982 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $67,803 | 884 | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $65,304 | 856 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $58,530 | 768 | Q1 2026 |
| Trust Co$1.1B AUM | 0.01% | $57,902 | 759 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $42,035 | 551 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $33,720 | 442 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $23,003 | 301 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,623 | 100 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $6,790 | 89 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $66 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.