KAS
VSDB

Kestra Advisory Services’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Kestra Advisory Services’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 		$512K Buy
6,719
+34
+0.5% +$2.6K ﹤0.01% 2201
2025
Q4 		$511K Sell
6,685
-180
-3% -$13.8K ﹤0.01% 2123
2025
Q3 		$526K Buy
+6,865
New +$524K ﹤0.01% 2027

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

Kestra Advisory Services's VSDB Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Short Duration Bond ETF (VSDB) stake by 0.51% in Q1 2026, buying an estimated $2.6K and bringing the position to 6,719 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Kestra Advisory Services first reported a position in VSDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q3 2025. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Kestra Advisory Services held 6,719 shares of Vanguard Short Duration Bond ETF worth $512K as of Q1 2026.
  • Kestra Advisory Services bought 34 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $2.6K.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2201 holding.
  • Kestra Advisory Services first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Vanguard Short Duration Bond ETF position peaked at $526K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.