MBM Wealth Consultants’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

MBM Wealth Consultants’s Portfolio VSDM Stock Details VSDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Buy	+27,594	New	+$2.11M	0.41%	36

Other funds holding VSDM

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

MBM Wealth Consultants's VSDM Position: Q2 2026 in Review

MBM Wealth Consultants opened a new position in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) in Q2 2026: 27,594 shares worth $2.11M. The stake represents 0.41% of the portfolio and ranks #36 among its holdings.

39 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

MBM Wealth Consultants held 27,594 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $2.11M as of Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF was a new MBM Wealth Consultants position in Q2 2026.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.41% of MBM Wealth Consultants's portfolio in Q2 2026, its #36 holding.
39 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.