IWC
VSDB

Integrated Wealth Concepts’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Integrated Wealth Concepts’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 		$4.27M Buy
+55,970
New +$4.29M 0.03% 477

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrated Wealth Concepts's VSDB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q1 2026: 55,970 shares worth $4.27M. The stake represents 0.03% of the portfolio and ranks #477 among its holdings.

44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Integrated Wealth Concepts held 55,970 shares of Vanguard Short Duration Bond ETF worth $4.27M as of Q1 2026.
  • Vanguard Short Duration Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Vanguard Short Duration Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #477 holding.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.