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
Q2 		$992K Hold
12,998
– – 0.31% 64
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 $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

Barnes Pettey Financial Advisors's VSDB Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Vanguard Short Duration Bond ETF (VSDB) position steady in Q2 2026 at 12,998 shares worth $992K. The position accounts for 0.31% of the portfolio, ranked #64.

Barnes Pettey Financial Advisors first reported a position in VSDB in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Barnes Pettey Financial Advisors held 12,998 shares of Vanguard Short Duration Bond ETF worth $992K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its Vanguard Short Duration Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short Duration Bond ETF made up 0.31% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.