Mills Wealth Advisors’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Mills Wealth Advisors’s Portfolio VSDB Stock Details VSDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	14,509 -2,805	-16%	-$214K	0.35%	31
2026 Q1	$1.32M	Sell	17,314 -832	-5%	-$63.7K	0.46%	28
2025 Q4	$1.39M	Buy	18,146 +7,022	+63%	+$538K	0.55%	29
2025 Q3	$853K	Buy	11,124 +7,059	+174%	+$538K	0.35%	37
2025 Q2	$310K	Buy	+4,065	New	+$306K	0.14%	52

Other funds holding VSDB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

BHWM

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

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

KFGG

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EFA

Englebert Financial Advisers Allentown, Pennsylvania $102M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Mills Wealth Advisors's VSDB Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 16% in Q2 2026, selling an estimated $214K and leaving 14,509 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #31.

Mills Wealth Advisors first reported a position in VSDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 17 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Mills Wealth Advisors held 14,509 shares of Vanguard Short Duration Bond ETF worth $1.11M as of Q2 2026.
Mills Wealth Advisors sold 2,805 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $214K.
Vanguard Short Duration Bond ETF made up 0.35% of Mills Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Mills Wealth Advisors first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mills Wealth Advisors's Vanguard Short Duration Bond ETF position peaked at $1.39M in Q4 2025.
17 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.