EFA
VSDB

Englebert Financial Advisers’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Englebert Financial Advisers’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 		$909K Sell
11,902
-4,957
-29% -$378K 0.89% 23
2026
Q1 		$1.29M Buy
+16,859
New +$1.29M 1.46% 14

Other funds holding VSDB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Englebert Financial Advisers's VSDB Position: Q2 2026 in Review

Englebert Financial Advisers reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 29% in Q2 2026, selling an estimated $378K and leaving 11,902 shares worth $909K. The position accounts for 0.89% of the portfolio, ranked #23.

Englebert Financial Advisers first reported a position in VSDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.29M in Q1 2026. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Englebert Financial Advisers held 11,902 shares of Vanguard Short Duration Bond ETF worth $909K as of Q2 2026.
  • Englebert Financial Advisers sold 4,957 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $378K.
  • Vanguard Short Duration Bond ETF made up 0.89% of Englebert Financial Advisers's portfolio in Q2 2026, its #23 holding.
  • Englebert Financial Advisers first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Englebert Financial Advisers's Vanguard Short Duration Bond ETF position peaked at $1.29M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.