VSDM VANGUARD MUN BD FDS: institutional ownership and insider trading

137 funds reported holding $302M of VANGUARD MUN BD FDS in their latest 13F filings; in Q2 2026 funds net bought $103M, with 34 new positions and 11 funds selling out.

Largest institutional holders of VSDM

  1. Capital Investment Services of America, Inc. — $21.5M
  2. TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $19.2M
  3. S.A. Mason LLC — $13.4M
  4. Opus Capital Group, LLC — $11.4M
  5. Keystone Financial Group, Inc. — $11.1M
  6. CGN Advisors LLC — $10.9M
  7. Kestra Investment Management, LLC — $10.7M
  8. American Investment Services, Inc. — $9.86M
  9. MOSAIC FAMILY WEALTH PARTNERS, LLC — $9.70M
  10. Elser Financial Planning, Inc — $7.99M

All VSDM 13F holders