Public ownership evidence

Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) Ownership Disclosures

Read VSDM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Short Duration Tax-Exempt Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Pandowealth. LLC
Report period
2026-03-31
Available
2026-08-29
Reported shares
9,104
Value (USD)
$694,544
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000787
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VSDM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VSDM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Pandowealth. LLC2026-03-312026-08-299,104$694,544None
Corient Private Wealth LP2026-06-302026-08-286,537$500,933None
Dakota Wealth Management2025-12-312026-08-2734,639$2,648,152None
Dakota Wealth Management2026-03-312026-08-2732,674$2,492,700None
Pandowealth. LLC2026-06-302026-08-2116,754$1,283,859None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,600$275,902None
Corient Private Wealth LP2026-06-302026-08-186,537$500,933None
Equitable Holdings, Inc.2026-06-302026-08-187,285$558,215None
Advyzon Investment Management, LLC2026-06-302026-08-153,815$292,336None
Frisch Financial Group, Inc.2026-06-302026-08-1598,000$7,509,740None
OSAIC HOLDINGS, INC.2026-06-302026-08-15303$23,285None
Betterment LLC2026-06-302026-08-155,125$393,000None
JANE STREET GROUP, LLC2026-06-302026-08-1511,599$888,831None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,396$643,385None
Medallion Wealth Advisors, LLC2026-06-302026-08-1589$6,820None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,850$218,396None
Waverly Advisors, LLC2026-06-302026-08-155,850$448,286None
&PARTNERS2026-06-302026-08-1514,377$1,101,710None
Financial Engines Advisors L.L.C.2026-06-302026-08-1519,906$1,525,397None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1550,496$3,866,446None
ROYAL BANK OF CANADA2026-06-302026-08-151,715$131,000None
ROYAL BANK OF CANADA2026-06-302026-08-15261$20,000None
Karpus Management, Inc.2026-06-302026-08-1521,000$1,609,230None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-159,700$743,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1513,198$1,011,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$55None
Burk Holdings LLC2026-06-302026-08-141,958$150,042None
GSG Advisors LLC2026-06-302026-08-1439,200$3,003,896None
Quantinno Capital Management LP2026-06-302026-08-1498,000$7,509,740None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,034$79,235None
NEUBERGER BERMAN GROUP LLC2026-06-302026-08-1415,910$1,219,183None
Elequin Capital, LP2026-06-302026-08-142,746$210,426None
Topsail Wealth Management, LLC2026-06-302026-08-1440,843$3,129,820None
Snowden Capital Advisors LLC2026-06-302026-08-142,617$200,541None
Corient Private Wealth LP2026-06-302026-08-136,537$500,933None
Integrated Wealth Concepts LLC2026-06-302026-08-1316,016$1,227,294None
Advisory Services Network, LLC2026-06-302026-08-132,866$219,622None
American Investment Services, Inc.2026-06-302026-08-13128,709$9,862,971None
BOSTON FAMILY OFFICE LLC2026-06-302026-08-1320,487$1,570,000None
JPMORGAN CHASE & CO2026-06-302026-08-1328,573$2,189,263None
Rialto Wealth Management, LLC2026-06-302026-08-1261,252$4,693,741None
Cascade Wealth Advisors, Inc2026-06-302026-08-1210,140$772,287None
TAGStone Capital, Inc.2026-06-302026-08-123,066$234,948None
Stratos Wealth Partners, LTD.2026-06-302026-08-124,034$309,202None
Tower Research Capital LLC (TRC)2026-06-302026-08-12445$34,100None
Essex Financial Services, Inc.2026-06-302026-08-1117,622$1,350,374None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1132,858$2,517,944None
Kelman-Lazarov, Inc.2026-06-302026-08-1110,570$809,976None
Timmons Wealth Management, LLC2026-06-302026-08-0837,636$2,884,047None
Graney & King, LLC2026-06-302026-08-082,644$202,585None

90-day public filing window, up to 50 source positions.

Pandowealth. LLC ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Pandowealth. LLC ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Advyzon Investment Management, LLC ↗Frisch Financial Group, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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