Lantern Wealth Advisors’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Lantern Wealth Advisors’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 Q3	$291K	Buy	+3,900	New	+$295K	0.13%	155

Other funds holding VSDB

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lantern Wealth Advisors's VSDB Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in Vanguard Short Duration Bond ETF (VSDB) in Q3 2026: 3,900 shares worth $291K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings.

39 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

Lantern Wealth Advisors held 3,900 shares of Vanguard Short Duration Bond ETF worth $291K as of Q3 2026.
Vanguard Short Duration Bond ETF was a new Lantern Wealth Advisors position in Q3 2026.
Vanguard Short Duration Bond ETF made up 0.13% of Lantern Wealth Advisors's portfolio in Q3 2026, its #155 holding.
39 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.