Vanguard Short Duration Tax-Exempt Bond ETF $VSDM Stock Holdings Decreased by Mills Wealth Advisors LLC

Mills Wealth Advisors LLC lowered its position in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) by 60.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 65,250 shares of the company’s stock after selling 99,676 shares during the period. Vanguard Short Duration Tax-Exempt Bond ETF comprises approximately 1.5% of Mills Wealth Advisors LLC’s holdings, making the stock its 14th largest position. Mills Wealth Advisors LLC owned 3.62% of Vanguard Short Duration Tax-Exempt Bond ETF worth $4,853,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Integrated Wealth Concepts LLC lifted its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 83.8% in the second quarter. Integrated Wealth Concepts LLC now owns 16,016 shares of the company’s stock valued at $1,227,000 after acquiring an additional 7,301 shares in the last quarter. MBM Wealth Consultants LLC boosted its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% in the third quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock worth $3,328,000 after acquiring an additional 17,150 shares during the period. Vestment Financial LLC bought a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth about $644,000. PFW Advisors LLC purchased a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the third quarter worth about $860,000. Finally, Baker Ellis Asset Management LLC purchased a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the third quarter worth about $1,235,000.

Vanguard Short Duration Tax-Exempt Bond ETF Trading Up 0.4%

BATS:VSDM opened at $75.41 on Friday. The stock has a 50-day moving average price of $75.29 and a 200 day moving average price of $75.97. Vanguard Short Duration Tax-Exempt Bond ETF has a 12-month low of $73.94 and a 12-month high of $77.64.

Vanguard Short Duration Tax-Exempt Bond ETF Profile

The Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an exchange-traded fund that mostly invests in broad credit fixed income. VSDM.L is an actively managed portfolio of USD-denominated tax-exempt municipal bonds with an average duration of 1.5 to 5 years. The fund may hold up to 20% in below investment-grade bonds. VSDM was launched on Nov 19, 2024 and is issued by Vanguard.