Burton Enright Welch’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Burton Enright Welch’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	$275K	Buy	+3,596	New	+$274K	0.03%	124

Other funds holding VSDB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Burton Enright Welch's VSDB Position: Q2 2026 in Review

Burton Enright Welch opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q2 2026: 3,596 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #124 among its holdings.

10 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Burton Enright Welch held 3,596 shares of Vanguard Short Duration Bond ETF worth $275K as of Q2 2026.
Vanguard Short Duration Bond ETF was a new Burton Enright Welch position in Q2 2026.
Vanguard Short Duration Bond ETF made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #124 holding.
10 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.