GWA
VSDB

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

Gutierrez Wealth Advisory’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
Q1 		$289K Buy
3,789
+879
+30% +$67.3K 0.18% 55
2025
Q4 		$223K Buy
+2,910
New +$223K 0.14% 59

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 $718M AUM 19.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Gutierrez Wealth Advisory's VSDB Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Short Duration Bond ETF (VSDB) stake by 30% in Q1 2026, buying an estimated $67.3K and bringing the position to 3,789 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #55.

Gutierrez Wealth Advisory first reported a position in VSDB in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Gutierrez Wealth Advisory held 3,789 shares of Vanguard Short Duration Bond ETF worth $289K as of Q1 2026.
  • Gutierrez Wealth Advisory bought 879 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $67.3K.
  • Vanguard Short Duration Bond ETF made up 0.18% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #55 holding.
  • Gutierrez Wealth Advisory first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.