Essex Financial Services’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Essex Financial Services’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	$434K	Buy	+5,690	New	+$434K	0.02%	524

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's VSDB Position: Q2 2026 in Review

Essex Financial Services opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q2 2026: 5,690 shares worth $434K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings.

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

Essex Financial Services held 5,690 shares of Vanguard Short Duration Bond ETF worth $434K as of Q2 2026.
Vanguard Short Duration Bond ETF was a new Essex Financial Services position in Q2 2026.
Vanguard Short Duration Bond ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #524 holding.
45 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.