Mills Wealth Advisors »

Vanguard Mun Bd Fds shares owned by Mills Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VSDM) shares owned by Mills Wealth Advisors from 13F filings

Historical chart of Mills Wealth Advisors investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Mills Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mun Bd Fds by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 76k 76.70
2025-06-30 $4.5M 60k 75.71
2025-03-31 $4.3M 57k 75.34
2024-12-31 $794k 11k 74.81

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Mills Wealth Advisors

Top funds holding Vanguard Mun Bd Fds

Verum Partners
Capital Investment Services of America
Opus Capital Group
Garrett Investment Advisors
Mills Wealth Advisors
Keystone Financial Group
von Borstel & Associates
Topsail Wealth Management
Greenwich Wealth Management
CI Private Wealth
Commonwealth Equity Services
Conservest Capital Advisors
Wayfinding Financial
CRA Financial Services
Jane Street

View all funds holding Vanguard Mun Bd Fds