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 Q2	$292K	Buy	3,819 +30	+0.8%	+$2.29K	0.17%	61
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 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

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Gutierrez Wealth Advisory's VSDB Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Short Duration Bond ETF (VSDB) stake by 0.79% in Q2 2026, buying an estimated $2.29K and bringing the position to 3,819 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #61.

Gutierrez Wealth Advisory first reported a position in VSDB in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Gutierrez Wealth Advisory held 3,819 shares of Vanguard Short Duration Bond ETF worth $292K as of Q2 2026.
Gutierrez Wealth Advisory bought 30 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $2.29K.
Vanguard Short Duration Bond ETF made up 0.17% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #61 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.