HBW
VSDB

Hazlett, Burt & Watson’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Hazlett, Burt & Watson’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 		$804K Buy
10,496
+7,004
+201% +$536K 0.25% 98
2025
Q4 		$266K Buy
3,492
+2,726
+356% +$209K 0.09% 208
2025
Q3 		$59K Buy
+766
New +$58.4K 0.02% 391

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 $191M AUM 13.82% 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

Hazlett, Burt & Watson's VSDB Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Short Duration Bond ETF (VSDB) stake by 201% in Q1 2026, buying an estimated $536K and bringing the position to 10,496 shares worth $804K. The position accounts for 0.25% of the portfolio, ranked #98.

Hazlett, Burt & Watson first reported a position in VSDB in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Hazlett, Burt & Watson held 10,496 shares of Vanguard Short Duration Bond ETF worth $804K as of Q1 2026.
  • Hazlett, Burt & Watson bought 7,004 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $536K.
  • Vanguard Short Duration Bond ETF made up 0.25% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #98 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.