13F Insight
DOSSIER · 13F Holders · Q2 2026
VSDM

VANGUARD MUN BD FDS

122 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 922907696·122 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$183M
visible holders
Holders
122
filers reporting
Concentration
11.79%
Capital Investment Services of America, Inc. #1
top holder share
AI Holders Summary · Q2 2026

122 institutions reported VSDM in Q2 2026. Capital Investment Services of America, Inc. leads at 11.8% 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 202602
TRUIST FINANCIAL CORP
CIK 0000092230
$19M251K0.02%Q2 202603
Mills Wealth Advisors LLC
CIK 0002029294
$13M165K3.98%Q2 202604
S.A. Mason LLC
CIK 0001800911
$13M164K3.86%Q2 202605
Keystone Financial Group, Inc.
CIK 0002053642
$11M142K5.72%Q2 202606
Kestra Investment Management, LLC
CIK 0001962449
$11M139K0.21%Q2 202607
Opus Capital Group, LLC
CIK 0001330325
$10M134K1.10%Q1 202608
American Investment Services, Inc.
CIK 0001369913
$10M129K2.08%Q2 202609
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$10M127K0.65%Q2 202610
CGN Advisors LLC
CIK 0001841506
$10M124K0.69%Q2 202611
Quantinno Capital Management LP
CIK 0001759654
$8M98K0.01%Q2 202612
Frisch Financial Group, Inc.
CIK 0001767730
$8M98K1.29%Q2 202613
Acumen Wealth Advisors, LLC
CIK 0001939202
$6M82K1.34%Q2 202614
Beaird Harris Wealth Management, LLC
CIK 0001908938
$6M75K0.36%Q2 202615
RW Investment Management LLC
CIK 0001631627
$5M70K0.47%Q2 202616
IRON Financial LLC
CIK 0001595509
$5M66K2.08%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M65K0.01%Q2 202618
MASTER'S WEALTH MANAGEMENT INC.
CIK 0002056521
$5M62K1.42%Q2 202619
Rialto Wealth Management, LLC
CIK 0002054966
$5M61K0.93%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M50K0.00%Q2 2026
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