Entruity Wealth
VSDB icon

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

Entruity Wealth’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 		$4.19M Sell
56,078
-4,190
-7% -$317K 2.65% 14
2026
Q2 		$4.6M Buy
+60,268
New +$4.59M 2.98% 11

Other funds holding VSDB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Entruity Wealth's VSDB Position: Q3 2026 in Review

Entruity Wealth reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 7% in Q3 2026, selling an estimated $317K and leaving 56,078 shares worth $4.19M. The position accounts for 2.65% of the portfolio, ranked #14.

Entruity Wealth first reported a position in VSDB in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.6M in Q2 2026. 59 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

  • Entruity Wealth held 56,078 shares of Vanguard Short Duration Bond ETF worth $4.19M as of Q3 2026.
  • Entruity Wealth sold 4,190 Vanguard Short Duration Bond ETF shares in Q3 2026, an estimated $317K.
  • Vanguard Short Duration Bond ETF made up 2.65% of Entruity Wealth's portfolio in Q3 2026, its #14 holding.
  • Entruity Wealth first reported a position in Vanguard Short Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Entruity Wealth's Vanguard Short Duration Bond ETF position peaked at $4.6M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Entruity Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.