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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

SFGP

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

WPC

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

QFPS

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

BCG

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

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

CIAS

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

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

Mills Wealth Advisors reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 3% in Q2 2026, selling an estimated $389K and leaving 164,926 shares worth $12.6M. The position accounts for 3.98% of the portfolio, ranked #8.

Mills Wealth Advisors first reported a position in VSDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $13M in Q1 2026. 15 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

Mills Wealth Advisors held 164,926 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $12.6M as of Q2 2026.
Mills Wealth Advisors sold 5,086 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $389K.
Vanguard Short Duration Tax-Exempt Bond ETF made up 3.98% of Mills Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Mills Wealth Advisors first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mills Wealth Advisors's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $13M in Q1 2026.
15 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

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