BPFA
VSDB

Barnes Pettey Financial Advisors’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Barnes Pettey Financial Advisors’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
Q1 		$991K Buy
+12,998
New +$995K 0.43% 56

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 $718M AUM 19.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Barnes Pettey Financial Advisors's VSDB Position: Q1 2026 in Review

Barnes Pettey Financial Advisors opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q1 2026: 12,998 shares worth $991K. The stake represents 0.43% of the portfolio and ranks #56 among its holdings.

44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Barnes Pettey Financial Advisors held 12,998 shares of Vanguard Short Duration Bond ETF worth $991K as of Q1 2026.
  • Vanguard Short Duration Bond ETF was a new Barnes Pettey Financial Advisors position in Q1 2026.
  • Vanguard Short Duration Bond ETF made up 0.43% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.