§ EQUITY
USDVSDM
VANGUARD SHORT TAX-EX BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
98 increased/new, 10 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital Investment Services of America, Inc. | 256K | 2.0% | +8% |
| Mills Wealth Advisors LLC | 170K | 4.5% | +122% |
| TRUIST FINANCIAL CORP | 151K | 0.0% | +314% |
| S.A. Mason LLC | 119K | 3.4% | +42% |
| American Investment Services, Inc. | 116K | 2.0% | +2707% |
| Keystone Financial Group, Inc. | 112K | 4.4% | +25% |
◇ AC INTELLIGENCE
Top institutional owners for VSDM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.6% · 91 holders
DEALER / BANK8.4% · 6 holders
QUALITY / COMPOUNDER0.7% · 1 holder
SYSTEMATIC / QUANT0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VSDM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VSDM yet.