LPL Financial
VSDB

LPL Financial’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

LPL Financial’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 		$423K Buy
5,553
+2,448
+79% +$187K ﹤0.01% 4913
2025
Q4 		$237K Buy
+3,105
New +$238K ﹤0.01% 5332

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

LPL Financial's VSDB Position: Q1 2026 in Review

LPL Financial increased its Vanguard Short Duration Bond ETF (VSDB) stake by 79% in Q1 2026, buying an estimated $187K and bringing the position to 5,553 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #4913.

LPL Financial first reported a position in VSDB in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • LPL Financial held 5,553 shares of Vanguard Short Duration Bond ETF worth $423K as of Q1 2026.
  • LPL Financial bought 2,448 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $187K.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4913 holding.
  • LPL Financial first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.