VSDM · Insider trading · 13F holders · Congress trades
Vanguard Mun Bd Fds (VSDM)
Who is buying and selling VSDM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 36
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VSDM at a glance
- No open-market insider purchases or sales of VSDM were filed in the last 90 days.
- 36 13F filers hold VSDM among their 50 largest positions, worth $175.7M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (5.9%), S.A. Mason LLC (3.9%) and Platt Wealth Management LLC (2.3%). In their latest 13Fs, 2 managers opened a new position and 17 added to one.
- No member of Congress has disclosed a trade in VSDM.
VSDM insider trading
No open-market insider purchases or sales of VSDM were filed in the last 90 days.
Who owns VSDM? Hedge funds and superinvestors
36 13F filers hold VSDM among their 50 largest positions, worth $175.7M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (5.9%), S.A. Mason LLC (3.9%) and Platt Wealth Management LLC (2.3%). In their latest 13Fs, 2 managers opened a new position and 17 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Investment Services of America, Inc.Wealth manager | 2.1% | $21.5M | 280,929 | +9.7% shares | Q2 2026 |
| S.A. Mason LLCWealth manager | 3.9% | $13.4M | 179,761 | +9.7% shares | Q3 2026 |
| Opus Capital Group, LLCHedge fund | 1.1% | $11.4M | 148,913 | +10.8% shares | Q2 2026 |
| Keystone Financial Group, Inc.Wealth manager | 5.9% | $11.1M | 148,889 | +4.7% shares | Q3 2026 |
| CGN Advisors LLCWealth manager | 0.8% | $10.9M | 146,639 | +18.1% shares | Q3 2026 |
| American Investment Services, Inc.Wealth manager | 2.1% | $9.9M | 128,709 | +10.5% shares | Q2 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 0.7% | $9.7M | 126,587 | +116.0% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 0.3% | $8.0M | 107,463 | — | Q3 2026 |
| Frisch Financial Group, Inc.Wealth manager | 1.3% | $7.5M | 98,000 | — | Q2 2026 |
| Acumen Wealth Advisors, LLCWealth manager | 1.3% | $6.3M | 82,467 | — | Q2 2026 |
| Master's Wealth Management Inc.Wealth manager | 1.7% | $5.7M | 77,044 | +24.9% shares | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 0.4% | $5.7M | 74,692 | — | Q2 2026 |
| RW Investment Management LLCWealth manager | 0.5% | $5.4M | 70,309 | +40.7% shares | Q2 2026 |
| IRON Financial LLCWealth manager | 2.1% | $4.9M | 66,542 | +1.1% shares | Q3 2026 |
| Mills Wealth Advisors LLCWealth manager | 1.5% | $4.9M | 65,250 | -60.4% shares | Q3 2026 |
| Rialto Wealth Management, LLCWealth manager | 0.9% | $4.7M | 61,252 | +67.4% shares | Q2 2026 |
| Apex Wealth Management, LLCWealth manager | 2.0% | $3.4M | 45,703 | — | Q3 2026 |
| Mbm Wealth Consultants, LLCWealth manager | 0.6% | $3.3M | 44,744 | +62.2% shares | Q3 2026 |
| Alliance Private Wealth, LLCWealth manager | 1.2% | $3.2M | 42,846 | -5.8% shares | Q3 2026 |
| Topsail Wealth Management, LLCWealth manager | 0.4% | $3.1M | 40,843 | +26.6% shares | Q2 2026 |
| Professional Financial Advisors, LLCWealth manager | 0.5% | $3.0M | 40,610 | +6.2% shares | Q3 2026 |
| GSG Advisors LLCWealth manager | 0.7% | $3.0M | 39,200 | — | Q2 2026 |
| Timmons Wealth Management, LLCWealth manager | 2.1% | $2.9M | 37,636 | +389.9% shares | Q2 2026 |
| Platt Wealth Management LLCWealth manager | 2.3% | $2.8M | 36,742 | +36.3% shares | Q2 2026 |
| Harbor Group, Inc.Wealth manager | 0.2% | $1.9M | 25,422 | -1.8% shares | Q3 2026 |
| Pandowealth. LLCInstitutional asset manager | 1.1% | $1.3M | 16,754 | +84.0% shares | Q2 2026 |
| MFA Wealth ServicesWealth manager | 0.6% | $952K | 12,793 | -9.2% shares | Q3 2026 |
| Quantum Financial Planning Services, Inc.Wealth manager | 0.2% | $909K | 12,217 | +19.6% shares | Q3 2026 |
| Donalies Financial Planning, LLCWealth manager | 0.6% | $787K | 10,586 | +27.3% shares | Q3 2026 |
| Cascade Wealth Advisors, IncWealth manager | 0.3% | $772K | 10,140 | — | Q2 2026 |
The 30 largest of 36 positions, by value. Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 19). Screen VSDM in the grand portfolio →
VSDM stock trades by members of Congress
No member of Congress has disclosed a trade in VSDM.
VSDM questions and answers
Are insiders buying VSDM stock?
No open-market insider purchases or sales of VSDM were filed in the last 90 days.
Which hedge funds own VSDM?
36 13F filers hold VSDM among their 50 largest positions, worth $175.7M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (5.9%), S.A. Mason LLC (3.9%) and Platt Wealth Management LLC (2.3%). In their latest 13Fs, 2 managers opened a new position and 17 added to one.
Has Congress traded VSDM?
No member of Congress has disclosed a trade in VSDM.
Who is the largest holder of VSDM?
Among 13F filers, Capital Investment Services of America, Inc. reports the largest VSDM position, $21.5M (280,929 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Keystone Financial Group, Inc.'s: 5.9% of its portfolio.
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