Concord Wealth Partners’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Concord Wealth Partners’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	$234K	Buy	3,060 +29	+1%	+$2.21K	0.03%	208
2026 Q1	$231K	Buy	3,031 +15	+0.5%	+$1.15K	0.03%	188
2025 Q4	$231K	Buy	3,016 +48	+2%	+$3.68K	0.03%	180
2025 Q3	$227K	Buy	2,968 +32	+1%	+$2.44K	0.03%	180
2025 Q2	$224K	Buy	+2,936	New	+$221K	0.03%	192

Other funds holding VSDB

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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 $824M AUM 24.76% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

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

Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Concord Wealth Partners's VSDB Position: Q2 2026 in Review

Concord Wealth Partners increased its Vanguard Short Duration Bond ETF (VSDB) stake by 0.96% in Q2 2026, buying an estimated $2.21K and bringing the position to 3,060 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #208.

Concord Wealth Partners first reported a position in VSDB in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Concord Wealth Partners held 3,060 shares of Vanguard Short Duration Bond ETF worth $234K as of Q2 2026.
Concord Wealth Partners bought 29 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $2.21K.
Vanguard Short Duration Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #208 holding.
Concord Wealth Partners first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.