VANGUARD MUNICIPAL BOND FUNDS - VSDM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Services of America, Inc. | History | Added to | 256,084 | 19,536 | 2.04% | 1.71% | 1 | +18,353 | 7.72% | Q1 2026 | Apr 27, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 170,012 | 12,970 | 4.53% | 2.31% | 2 | +93,311 | 121.66% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 150,740 | 11,499 | 0.02% | 0.0% | 3 | +114,354 | 314.28% | Q1 2026 | Apr 27, 2026 |
| Opus Capital Group, LLC | History | Added to | 134,358 | 10,250 | 1.1% | 0.9% | 4 | +26,119 | 24.13% | Q1 2026 | Apr 30, 2026 |
| S.A. Mason LLC | History | Added to | 119,047 | 9,082 | 3.41% | 2.53% | 5 | +35,469 | 42.44% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | Added to | 116,464 | 8,885 | 1.98% | 0.07% | 6 | +112,315 | 2707.04% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 112,123 | 8,554 | 4.45% | 3.58% | 7 | +22,691 | 25.37% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Added to | 104,157 | 7,946 | 0.63% | 0.59% | 8 | +6,555 | 6.72% | Q1 2026 | Apr 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 58,614 | 4,471 | 0.46% | 0.36% | 9 | +16,109 | 37.9% | Q1 2026 | Apr 30, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 54,937 | 4,191 | 1.51% | 1.41% | 10 | +2,302 | 4.37% | Q1 2026 | May 13, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 52,711 | 4,021 | 1.36% | 1.18% | 11 | +9,885 | 23.08% | Q1 2026 | Apr 23, 2026 |
| RW Investment Management LLC | History | New | 49,972 | 3,812 | 0.37% | — | 12 | +49,972 | New | Q1 2026 | Apr 28, 2026 |
| IRON Financial LLC | History | New | 45,262 | 3,453 | 1.51% | — | 13 | +45,262 | New | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | New | 42,748 | 3,261 | 0.0% | — | 14 | +42,748 | New | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | New | 40,621 | 3,099 | 0.11% | — | 15 | +40,621 | New | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,218 | 2,915 | 0.0% | 0.0% | 16 | +8,784 | 29.84% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 36,598 | 2,792 | 0.63% | 0.55% | 17 | +6,399 | 21.19% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 32,674 | 2,492 | 0.05% | 0.05% | 18 | -1,965 | -5.67% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | New | 32,565 | 2,484 | 0.51% | — | 19 | +32,565 | New | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 32,262 | 2,461 | 0.36% | 0.36% | 20 | +126 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Harbor Group, Inc. | History | Added to | 31,458 | 2,399 | 0.35% | 0.16% | 21 | +17,819 | 130.65% | Q1 2026 | Apr 10, 2026 |
| Platt Wealth Management LLC | History | Added to | 26,960 | 2,056 | 2.0% | 1.71% | 22 | +4,405 | 19.53% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | No change | 26,945 | 2,055 | 0.11% | 0.12% | 23 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,708 | 1,958 | 0.0% | 0.0% | 24 | +24,184 | 1586.88% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 25,641 | 1,956 | 0.13% | — | 25 | +25,641 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 25,388 | 1,936 | 0.02% | 0.0% | 26 | +21,131 | 496.38% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Added to | 21,501 | 1,640 | 0.31% | 0.3% | 27 | +2,266 | 11.78% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 20,559 | 1,568 | 0.0% | 0.0% | 28 | +13,256 | 181.51% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 18,818 | 1,435 | 0.0% | 0.0% | 29 | +10,996 | 140.58% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 18,323 | 1,397 | 0.18% | 0.18% | 30 | +580 | 3.27% | Q1 2026 | Apr 09, 2026 |
| Neuberger Berman Group LLC | History | New | 15,910 | 1,213 | 0.0% | — | 31 | +15,910 | New | Q1 2026 | May 14, 2026 |
| Burton Enright Welch | History | Added to | 15,495 | 1,182 | 0.16% | 0.16% | 32 | +798 | 5.43% | Q1 2026 | May 01, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 15,400 | 1,174 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 15,235 | 1,162 | 0.08% | 0.07% | 34 | +246 | 1.64% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 15,028 | 1,146 | 0.15% | 0.14% | 35 | +2,097 | 16.22% | Q1 2026 | Apr 20, 2026 |
| MFA Wealth Services | History | Added to | 14,964 | 1,141 | 0.76% | 0.76% | 36 | +267 | 1.82% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 14,828 | 1,131 | 0.09% | 0.07% | 38 | +4,510 | 43.71% | Q1 2026 | Apr 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,827 | 1,131 | 0.06% | 0.06% | 37 | +312 | 2.15% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | New | 11,000 | 1,068 | 0.01% | — | 39 | +11,000 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 12,861 | 981 | 0.0% | — | 40 | +12,861 | New | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,165 | 851 | 0.06% | — | 41 | +11,165 | New | Q1 2026 | Apr 17, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 11,064 | 844 | 0.23% | 0.01% | 42 | +10,802 | 4122.9% | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 10,542 | 804 | 0.12% | 0.11% | 43 | +288 | 2.81% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | New | 9,751 | 743 | 0.01% | — | 44 | +9,751 | New | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,700 | 740 | 0.01% | 0.01% | 45 | +3,700 | 61.67% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 9,555 | 728 | 0.01% | — | 46 | +9,555 | New | Q1 2026 | May 11, 2026 |
| Prospera Capital Management, LLC | History | No change | 9,342 | 712 | 0.36% | 0.36% | 47 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,715 | 664 | 0.01% | — | 48 | +8,715 | New | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,387 | 639 | 0.07% | 0.08% | 49 | +2 | 0.02% | Q1 2026 | May 08, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 7,683 | 586 | 0.56% | 0.25% | 50 | +4,292 | 126.57% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,592 | 579 | 0.0% | 0.0% | 51 | -58,682 | -88.54% | Q1 2026 | May 12, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 7,552 | 576 | 0.21% | 0.21% | 52 | +20 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | New | 7,284 | 555 | 0.0% | — | 53 | +7,284 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,247 | 552 | 0.0% | 0.0% | 54 | -18,794 | -72.17% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,026 | 536 | 0.03% | 0.02% | 55 | +3,133 | 80.48% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | New | 7,000 | 534 | 0.0% | — | 56 | +7,000 | New | Q1 2026 | Apr 22, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 6,658 | 507 | 0.31% | 0.23% | 57 | +1,908 | 40.17% | Q1 2026 | Apr 21, 2026 |
| L. Roy Papp & Associates, LLP | History | New | 6,520 | 497 | 0.06% | — | 58 | +6,520 | New | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,840 | 445 | 0.0% | 0.0% | 59 | +615 | 11.77% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 5,569 | 424 | 0.02% | 0.01% | 60 | +2,300 | 70.36% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,428 | 414 | 0.03% | 0.03% | 61 | +28 | 0.52% | Q1 2026 | May 04, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 5,326 | 406 | 0.25% | 0.15% | 62 | +2,318 | 77.06% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,900 | 373 | 0.0% | 0.0% | 63 | +1,333 | 37.37% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,713 | 359 | 0.0% | 0.0% | 64 | -3,314 | -41.29% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 4,535 | 345 | 0.2% | 0.2% | 65 | +8 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Added to | 4,122 | 314 | 0.01% | 0.01% | 66 | +843 | 25.71% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,003 | 305 | 0.0% | — | 67 | +4,003 | New | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 3,842 | 293 | 0.03% | 0.03% | 68 | -61 | -1.56% | Q1 2026 | May 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 3,655 | 278 | 0.03% | 0.15% | 69 | -17,697 | -82.88% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 3,621 | 276 | 0.06% | — | 70 | +3,621 | New | Q1 2026 | May 05, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 3,608 | 275 | 0.12% | 0.18% | 71 | -1,897 | -34.46% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,403 | 259 | 0.0% | 0.0% | 73 | +204 | 6.38% | Q1 2026 | Apr 30, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 3,400 | 259 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | New | 3,202 | 244 | 0.05% | — | 74 | +3,202 | New | Q1 2026 | Apr 06, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,118 | 238 | 0.02% | — | 75 | +3,118 | New | Q1 2026 | Apr 29, 2026 |
| Foundry Financial LLC | History | New | 3,082 | 235 | 0.1% | — | 76 | +3,082 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,302 | 226 | 0.05% | 0.06% | 77 | +17 | 0.52% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,866 | 218 | 0.0% | 0.0% | 78 | -600 | -17.31% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,849 | 217 | 0.0% | — | 79 | +2,849 | New | Q1 2026 | Apr 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,850 | 217 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 2,745 | 209 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | No change | 2,745 | 209 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 2,683 | 204 | 0.06% | 0.06% | 83 | +14 | 0.52% | Q1 2026 | Apr 09, 2026 |
| Graney & King, LLC | History | New | 2,623 | 200 | 0.11% | — | 84 | +2,623 | New | Q1 2026 | May 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,158 | 164 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 1,831 | 139 | 0.14% | 0.08% | 86 | +782 | 74.55% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,572 | 119 | 0.0% | — | 87 | +1,572 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 1,538 | 117 | 0.0% | — | 88 | +1,538 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,415 | 108 | 0.0% | 0.0% | 89 | +200 | 16.46% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,034 | 78 | 0.0% | — | 90 | +1,034 | New | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 856 | 65 | 0.01% | — | 91 | +856 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 768 | 58 | 0.0% | 0.0% | 92 | -2 | -0.26% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | Added to | 759 | 57 | 0.01% | 0.0% | 93 | +307 | 67.92% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 551 | 42 | 0.0% | — | 94 | +551 | New | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 442 | 33 | 0.0% | — | 95 | +442 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 301 | 23 | 0.0% | 0.0% | 96 | +1 | 0.33% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 100 | 7 | 0.0% | 0.0% | 97 | -4,457 | -97.81% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Greenwich Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -35,993 | -100.0% | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -14,399 | -100.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,861 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,977 | -100.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -982 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |