13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
VSDM

VANGUARD MUN BD FDS

101 institutions still hold VANGUARD MUN BD FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922907696·101 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.7%
vs prior quarter
13F value held
$120M
70.0% inst. owned
of float
Holders
101
+25 QoQ
filers reporting
Activity
+8 / −50
+950 added · −816 reduced
this quarter
Concentration
16.24%
Capital Investment Services of America, Inc. #1
top holder share
AI Holders Summary · Q1 2026

101 institutions reported VSDM in Q1 2026. Capital Investment Services of America, Inc. leads at 16.2% of the visible book. +25 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital Investment Services of America, Inc.
CIK 0000811360
$20M256K2.04%Q1 202602
Mills Wealth Advisors LLC
CIK 0002029294
$13M170K4.53%Q1 202603
TRUIST FINANCIAL CORP
CIK 0000092230
$11M151K0.02%Q1 202604
S.A. Mason LLC
CIK 0001800911
$9M119K3.41%Q1 202605
American Investment Services, Inc.
CIK 0001369913
$9M116K1.98%Q1 202606
Keystone Financial Group, Inc.
CIK 0002053642
$9M112K4.45%Q1 202607
CGN Advisors LLC
CIK 0001841506
$8M104K0.63%Q1 202608
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$4M59K0.46%Q1 202609
Alliance Private Wealth, LLC
CIK 0002109849
$4M55K1.51%Q1 202610
MASTER'S WEALTH MANAGEMENT INC.
CIK 0002056521
$4M53K1.36%Q1 202611
RW Investment Management LLC
CIK 0001631627
$4M50K0.37%Q1 202612
IRON Financial LLC
CIK 0001595509
$3M45K1.51%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$3M43K0.00%Q1 202614
Belpointe Asset Management LLC
CIK 0001721242
$3M41K0.11%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M38K0.00%Q1 202616
Rialto Wealth Management, LLC
CIK 0002054966
$3M37K0.63%Q1 202617
Dakota Wealth Management
CIK 0001631353
$2M33K0.05%Q1 202618
Professional Financial Advisors, LLC
CIK 0001798221
$2M33K0.51%Q1 202619
Topsail Wealth Management, LLC
CIK 0002056627
$2M32K0.36%Q1 202620
Harbor Group, Inc.
CIK 0001840486
$2M31K0.35%Q1 2026
Page 1 of 6
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