MWS
VSDM

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
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

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MFA Wealth Services's VSDM Position: Q2 2026 in Review

MFA Wealth Services reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 5.9% in Q2 2026, selling an estimated $67.4K and leaving 14,082 shares worth $1.08M. The position accounts for 0.64% of the portfolio, ranked #46.

MFA Wealth Services first reported a position in VSDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2026. 28 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • MFA Wealth Services held 14,082 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $1.08M as of Q2 2026.
  • MFA Wealth Services sold 882 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $67.4K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.64% of MFA Wealth Services's portfolio in Q2 2026, its #46 holding.
  • MFA Wealth Services first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $1.14M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.