Concurrent Investment Advisors’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Concurrent Investment Advisors’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	$344K	Buy	+4,503	New	+$343K	﹤0.01%	1617

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

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

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

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

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

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

Concurrent Investment Advisors's VSDB Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q2 2026: 4,503 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings.

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

Concurrent Investment Advisors held 4,503 shares of Vanguard Short Duration Bond ETF worth $344K as of Q2 2026.
Vanguard Short Duration Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Vanguard Short Duration Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1617 holding.
55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.