VANGUARD MUN BD FDS (VSDM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders99of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

74th percentile

80 buying15 selling

+30

New

-5

Closed

+810K

Net shares

Ownership Concentration

Top 5: 35.6%Top 10: 54.8%

Capital Investment Services of America,11.0%

Mills Wealth Advisors7.3%

TRUIST FINANCIAL6.5%

Opus Capital Group,5.8%

S.A. Mason5.1%

Others (94)64.4%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders99of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

74th percentile

80 buying15 selling

+30

New

-5

Closed

+810K

Net shares

Ownership Concentration

Top 5: 35.6%Top 10: 54.8%

Capital Investment Services of America,11.0%

Mills Wealth Advisors7.3%

TRUIST FINANCIAL6.5%

Opus Capital Group,5.8%

S.A. Mason5.1%

Others (94)64.4%

Crowding AnalysisCrowded

Holders99of 5,944

Avg: 68

Uncrowded87th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

74th percentile

80 buying15 selling

+30

New

-5

Closed

+810K

Net shares

Ownership Concentration

Top 5: 35.6%Top 10: 54.8%

Capital Investment Services of America,11.0%

Mills Wealth Advisors7.3%

TRUIST FINANCIAL6.5%

Opus Capital Group,5.8%

S.A. Mason5.1%

Others (94)64.4%

Conviction-Weighted Ownership

Median weight: 1.74%Avg weight: 2.01%Max: 4.53%High conviction (>1%): 7

Capital Investment Services of America,

Mills Wealth Advisors

TRUIST FINANCIAL

Opus Capital Group,

S.A. Mason

American Investment Services,

Keystone Financial Group,

CGN Advisors

MOSAIC FAMILY WEALTH PARTNERS,

Alliance Private Wealth,

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position