Mills Wealth Advisors LLC Sells 99,676 Shares of Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Mills Wealth Advisors LLC decreased its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) by 60.4% in the third quarter, Holdings Channel.com reports. The fund 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 about 1.5% of Mills Wealth Advisors LLC’s holdings, making the stock its 14th biggest position. Mills Wealth Advisors LLC’s holdings in Vanguard Short Duration Tax-Exempt Bond ETF were worth $4,853,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of VSDM. Keystone Financial Group Inc. increased its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% in the 3rd quarter. Keystone Financial Group Inc. now owns 148,889 shares of the company’s stock valued at $11,074,000 after acquiring an additional 6,693 shares during the last quarter. MBM Wealth Consultants LLC lifted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% in the 3rd quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock worth $3,328,000 after purchasing an additional 17,150 shares in the last quarter. Stonebridge Financial Group LLC lifted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 25.9% in the 3rd quarter. Stonebridge Financial Group LLC now owns 29,853 shares of the company’s stock worth $2,220,000 after purchasing an additional 6,137 shares in the last quarter. CFS Investment Advisory Services LLC lifted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 142.1% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 20,493 shares of the company’s stock worth $1,524,000 after purchasing an additional 12,030 shares in the last quarter. Finally, Wedmont Private Capital boosted its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 43.3% during the 3rd quarter. Wedmont Private Capital now owns 18,853 shares of the company’s stock valued at $1,402,000 after purchasing an additional 5,697 shares during the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Price Performance

VSDM opened at $75.41 on Friday. The firm has a 50-day simple moving average of $75.29 and a two-hundred day simple moving average of $75.97. Vanguard Short Duration Tax-Exempt Bond ETF has a 52 week low of $73.94 and a 52 week high of $77.64.

Vanguard Short Duration Tax-Exempt Bond ETF Company 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.