HSA
VSDB

HBK Sorce Advisory’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

HBK Sorce 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 		$249K Hold
3,265
– – ﹤0.01% 542
2025
Q4 		$250K Buy
+3,265
New +$250K 0.01% 524

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

HBK Sorce Advisory's VSDB Position: Q1 2026 in Review

HBK Sorce Advisory held its Vanguard Short Duration Bond ETF (VSDB) position steady in Q1 2026 at 3,265 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

HBK Sorce Advisory first reported a position in VSDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • HBK Sorce Advisory held 3,265 shares of Vanguard Short Duration Bond ETF worth $249K as of Q1 2026.
  • HBK Sorce Advisory left its Vanguard Short Duration Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #542 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • HBK Sorce Advisory's Vanguard Short Duration Bond ETF position peaked at $250K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.