AWMM
VSDB

Aegis Wealth Management (Maryland)’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio VSDB Stock Details VSDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Hold
3,275
– – 0.12% 145
2026
Q1 		$250K Hold
3,275
– – 0.14% 108
2025
Q4 		$250K Buy
+3,275
New +$251K 0.14% 111

Other funds holding VSDB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s VSDB Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Vanguard Short Duration Bond ETF (VSDB) position steady in Q2 2026 at 3,275 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #145.

Aegis Wealth Management (Maryland) first reported a position in VSDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 3,275 shares of Vanguard Short Duration Bond ETF worth $250K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its Vanguard Short Duration Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short Duration Bond ETF made up 0.12% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #145 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Maryland)'s Vanguard Short Duration Bond ETF position peaked at $250K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.