CAMV
VSDB

Concord Asset Management (Virginia)’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Concord Asset Management (Virginia)’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
2025
Q3 		– Sell
-2,936
Closed -$224K – 202
2025
Q2 		$224K Buy
+2,936
New +$221K 0.03% 192

Other funds holding VSDB

VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 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
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Concord Asset Management (Virginia)'s VSDB Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Vanguard Short Duration Bond ETF (VSDB) in Q3 2025, closing a stake of 2,936 shares — an estimated $224K sold.

Concord Asset Management (Virginia) first reported a position in VSDB in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 18 funds tracked by Wall St. Rank hold VSDB as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Vanguard Short Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 2,936 Vanguard Short Duration Bond ETF shares in Q3 2025, an estimated $224K.
  • Concord Asset Management (Virginia) first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Vanguard Short Duration Bond ETF position peaked at $224K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.