Integrated Wealth Concepts
VSDB icon

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
Q2 		$3.43M Sell
44,866
-11,104
-20% -$846K 0.02% 630
2026
Q1 		$4.27M Buy
+55,970
New +$4.29M 0.03% 477

Other funds holding VSDB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
Bell Bank
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Concepts's VSDB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 20% in Q2 2026, selling an estimated $846K and leaving 44,866 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #630.

Integrated Wealth Concepts first reported a position in VSDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.27M in Q1 2026. 56 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Integrated Wealth Concepts held 44,866 shares of Vanguard Short Duration Bond ETF worth $3.43M as of Q2 2026.
  • Integrated Wealth Concepts sold 11,104 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $846K.
  • Vanguard Short Duration Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #630 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Vanguard Short Duration Bond ETF position peaked at $4.27M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.