EWA
VSDB

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

EverSource Wealth 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 		$76 Hold
1
– – ﹤0.01% 4330
2026
Q1 		$76 Hold
1
– – ﹤0.01% 4295
2025
Q4 		$76 Hold
1
– – ﹤0.01% 4137
2025
Q3 		$77 Buy
+1
New +$76 ﹤0.01% 4225

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
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFA
Englebert Financial Advisers Allentown, Pennsylvania $102M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

EverSource Wealth Advisors's VSDB Position: Q2 2026 in Review

EverSource Wealth Advisors held its Vanguard Short Duration Bond ETF (VSDB) position steady in Q2 2026 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #4330.

EverSource Wealth Advisors first reported a position in VSDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $77 in Q3 2025. 17 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • EverSource Wealth Advisors held 1 share of Vanguard Short Duration Bond ETF worth $76 as of Q2 2026.
  • EverSource Wealth Advisors left its Vanguard Short Duration Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4330 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Vanguard Short Duration Bond ETF position peaked at $77 in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.