VSDM — Vanguard Mun Bd Fds Institutional Holders · Q3 2026
Who owns Vanguard Mun Bd Fds (VSDM)? 10 institutions reported holding $6.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($2.2M), Wedmont Private Capital ($1.4M), PFW Advisors LLC ($860,205).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $2.2M | 29,853 | Added |
| 2 | Wedmont Private Capital | $1.4M | 18,853 | Added |
| 3 | PFW Advisors LLC | $860,205 | 11,565 | New |
| 4 | Farther Finance Advisors, LLC | $787,652 | 10,590 | Added |
| 5 | Worth Asset Management, LLC | $331,765 | 4,460 | Trimmed |
| 6 | Bill Few Associates, Inc. | $305,851 | 4,112 | Added |
| 7 | Trust Co | $112,981 | 1,519 | Added |
| 8 | Wealth Enhancement Trust Services, Inc. | $39,050 | 525 | New |
| 9 | Planning Strategies Inc. | $22,835 | 307 | Hold |
| 10 | Breakwater Capital Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30