DOSSIER · 13F Holders · Q2 2026
VSDM

VANGUARD MUN BD FDS

105 institutions still hold VANGUARD MUN BD FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907696·105 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$138M
visible holders
Holders
105
filers reporting
Concentration
15.56%
Capital Investment Services of America, Inc. #1
top holder share
AI Holders Summary · Q2 2026

105 institutions reported VSDM in Q2 2026. Capital Investment Services of America, Inc. leads at 15.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital Investment Services of America, Inc.
CIK 0000811360
$22M281K2.11%Q2 2026
02
Mills Wealth Advisors LLC
CIK 0002029294
$13M165K3.98%Q2 2026
03
TRUIST FINANCIAL CORP
CIK 0000092230
$11M151K0.02%Q1 2026
04
Keystone Financial Group, Inc.
CIK 0002053642
$11M142K5.72%Q2 2026
05
Opus Capital Group, LLC
CIK 0001330325
$10M134K1.10%Q1 2026
06
CGN Advisors LLC
CIK 0001841506
$10M124K0.69%Q2 2026
07
S.A. Mason LLC
CIK 0001800911
$9M119K3.41%Q1 2026
08
American Investment Services, Inc.
CIK 0001369913
$9M116K1.98%Q1 2026
09
Beaird Harris Wealth Management, LLC
CIK 0001908938
$6M75K0.36%Q2 2026
10
IRON Financial LLC
CIK 0001595509
$5M66K2.08%Q2 2026
11
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$4M59K0.46%Q1 2026
12
MASTER'S WEALTH MANAGEMENT INC.
CIK 0002056521
$4M53K1.36%Q1 2026
13
RW Investment Management LLC
CIK 0001631627
$4M50K0.37%Q1 2026
14
Alliance Private Wealth, LLC
CIK 0002109849
$3M46K1.21%Q2 2026
15
Bank of New York Mellon Corp
CIK 0001390777
$3M43K0.00%Q1 2026
16
Belpointe Asset Management LLC
CIK 0001721242
$3M41K0.11%Q1 2026
17
Professional Financial Advisors, LLC
CIK 0001798221
$3M38K0.51%Q2 2026
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M38K0.00%Q1 2026
19
Rialto Wealth Management, LLC
CIK 0002054966
$3M37K0.63%Q1 2026
20
Dakota Wealth Management
CIK 0001631353
$2M33K0.05%Q1 2026
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