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
Q2 		$844K Buy
11,052
+5,499
+99% +$419K ﹤0.01% 4560
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 $824M AUM 24.76% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

LPL Financial's VSDB Position: Q2 2026 in Review

LPL Financial increased its Vanguard Short Duration Bond ETF (VSDB) stake by 99% in Q2 2026, buying an estimated $419K and bringing the position to 11,052 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #4560.

LPL Financial first reported a position in VSDB in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • LPL Financial held 11,052 shares of Vanguard Short Duration Bond ETF worth $844K as of Q2 2026.
  • LPL Financial bought 5,499 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $419K.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4560 holding.
  • LPL Financial first reported a position in Vanguard Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.