Institutional Ownership
Vanguard Mun Bd Fds
CUSIP 922907696SHORT TAX EXEMPTVSDMQ1 2026
Institutional Holders
99
13F filers
Shares Held
2.33M
Aggregate institutional
Institutional Value
$161.59M
Q1 2026
Net New Holders
+24
29 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased50
Decreased10
Sold out5
Institutional Holders
99 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Investment Services Of America, Inc. | 256.1K | $19.54M | +18.4K | Added |
| 2 | Mills Wealth Advisors LLC | 170.0K | $12.97M | +93.3K | Added |
| 3 | Truist Financial Corp | 150.7K | $11.50M | +114.4K | Added |
| 4 | S.A. Mason LLC | 119.0K | $9.08M | +35.5K | Added |
| 5 | American Investment Services, Inc. | 116.5K | $8.89M | +112.3K | Added |
| 6 | Keystone Financial Group, Inc. | 112.1K | $8.55M | +22.7K | Added |
| 7 | Cgn Advisors LLC | 104.2K | $7.95M | +6.6K | Added |
| 8 | Mosaic Family Wealth Partners, LLC | 58.6K | $4.47M | +16.1K | Added |
| 9 | Alliance Private Wealth, LLC | 54.9K | $4.19M | +2.3K | Added |
| 10 | Master'S Wealth Management Inc. | 52.7K | $4.02M | +9.9K | Added |
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