Mills Wealth Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History
Bought
Maintained
Sold
Other funds holding VSDM
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BHWM
APW
PFA
SFGP
WPC
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BCG
CIAS
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.