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
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

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 $824M AUM 24.76% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PFG
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. 55 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.
  • 55 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.