BHWM
VSDB

Beaird Harris Wealth Management’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Beaird Harris Wealth Management’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 		$15.6M Buy
203,992
+69,337
+51% +$5.29M 0.98% 19
2026
Q1 		$10.3M Buy
134,655
+133,987
+20,058% +$10.3M 0.7% 22
2025
Q4 		$51.1K Buy
+668
New +$51.2K ﹤0.01% 250

Other funds holding VSDB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFA
Englebert Financial Advisers Allentown, Pennsylvania $102M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Beaird Harris Wealth Management's VSDB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 51% in Q2 2026, buying an estimated $5.29M and bringing the position to 203,992 shares worth $15.6M. The position accounts for 0.98% of the portfolio, ranked #19.

Beaird Harris Wealth Management first reported a position in VSDB in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Beaird Harris Wealth Management held 203,992 shares of Vanguard Short Duration Bond ETF worth $15.6M as of Q2 2026.
  • Beaird Harris Wealth Management bought 69,337 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $5.29M.
  • Vanguard Short Duration Bond ETF made up 0.98% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.