MFA Wealth Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

MFA Wealth Services’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 Q3	$952K	Sell	12,793 -1,289	-9%	-$97.8K	0.56%	49
2026 Q2	$1.08M	Sell	14,082 -882	-6%	-$67.4K	0.64%	46
2026 Q1	$1.14M	Buy	14,964 +267	+2%	+$20.5K	0.76%	37
2025 Q4	$1.12M	Buy	14,697 +6,939	+89%	+$531K	0.76%	39
2025 Q3	$595K	Buy	7,758 +385	+5%	+$29.3K	0.41%	68
2025 Q2	$558K	Buy	7,373 +1,846	+33%	+$139K	0.42%	62
2025 Q1	$416K	Buy	5,527 +2,011	+57%	+$151K	0.34%	71
2024 Q4	$263K	Buy	+3,516	New	+$264K	0.21%	92

Other funds holding VSDM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MFA Wealth Services's VSDM Position: Q3 2026 in Review

MFA Wealth Services reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.2% in Q3 2026, selling an estimated $97.8K and leaving 12,793 shares worth $952K. The position accounts for 0.56% of the portfolio, ranked #49.

MFA Wealth Services first reported a position in VSDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2026. 44 funds tracked by Wall St. Rank hold VSDM as of Q3 2026.

MFA Wealth Services held 12,793 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $952K as of Q3 2026.
MFA Wealth Services sold 1,289 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q3 2026, an estimated $97.8K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 0.56% of MFA Wealth Services's portfolio in Q3 2026, its #49 holding.
MFA Wealth Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.14M in Q1 2026.
44 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.