Commonwealth Equity Services’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Commonwealth Equity Services’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 Q3	$675K	Sell	9,044 -17,518	-66%	-$1.33M	﹤0.01%	2979
2026 Q2	$2.03M	Buy	26,562 +7,930	+43%	+$604K	﹤0.01%	2095
2026 Q1	$1.42M	Buy	18,632 +5,371	+41%	+$411K	﹤0.01%	2300
2025 Q4	$1.01M	Buy	+13,261	New	+$1.02M	﹤0.01%	2555

Other funds holding VSDB

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Commonwealth Equity Services's VSDB Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 66% in Q3 2026, selling an estimated $1.33M and leaving 9,044 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Commonwealth Equity Services first reported a position in VSDB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q2 2026. 59 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

Commonwealth Equity Services held 9,044 shares of Vanguard Short Duration Bond ETF worth $675K as of Q3 2026.
Commonwealth Equity Services sold 17,518 Vanguard Short Duration Bond ETF shares in Q3 2026, an estimated $1.33M.
Vanguard Short Duration Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2979 holding.
Commonwealth Equity Services first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's Vanguard Short Duration Bond ETF position peaked at $2.03M in Q2 2026.
59 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.