Mills Wealth Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Mills Wealth Advisors’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	$12.6M	Sell	164,926 -5,086	-3%	-$389K	3.98%	8
2026 Q1	$13M	Buy	170,012 +93,311	+122%	+$7.17M	4.53%	6
2025 Q4	$5.86M	Buy	76,701 +377	+0.5%	+$28.8K	2.31%	8
2025 Q3	$5.85M	Buy	76,324 +16,850	+28%	+$1.28M	2.38%	9
2025 Q2	$4.5M	Buy	59,474 +3,010	+5%	+$226K	2.06%	11
2025 Q1	$4.25M	Buy	56,464 +45,857	+432%	+$3.45M	2.26%	13
2024 Q4	$794K	Buy	+10,607	New	+$798K	0.45%	32

Other funds holding VSDM

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

Alliance Private Wealth North Reading, Massachusetts $288M AUM

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return