KFGG
VSDB

Keystone Financial Group (Georgia)’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Keystone Financial Group (Georgia)’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 		$4.6M Buy
60,314
+12,058
+25% +$919K 2.42% 13
2026
Q1 		$3.68M Buy
48,256
+14,546
+43% +$1.11M 1.91% 14
2025
Q4 		$2.58M Buy
33,710
+12,727
+61% +$975K 1.35% 19
2025
Q3 		$1.61M Buy
+20,983
New +$1.6M 0.91% 23

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFA
Englebert Financial Advisers Allentown, Pennsylvania $102M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VSDB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Vanguard Short Duration Bond ETF (VSDB) stake by 25% in Q2 2026, buying an estimated $919K and bringing the position to 60,314 shares worth $4.6M. The position accounts for 2.42% of the portfolio, ranked #13.

Keystone Financial Group (Georgia) first reported a position in VSDB in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Keystone Financial Group (Georgia) held 60,314 shares of Vanguard Short Duration Bond ETF worth $4.6M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 12,058 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $919K.
  • Vanguard Short Duration Bond ETF made up 2.42% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #13 holding.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.