NSIM
VSDB

North Star Investment Management’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

North Star Investment Management’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 		$1.24M Sell
16,249
-585
-3% -$44.6K 0.07% 254
2026
Q1 		$1.28M Buy
16,834
+802
+5% +$61.4K 0.08% 231
2025
Q4 		$1.23M Buy
16,032
+10,053
+168% +$770K 0.08% 214
2025
Q3 		$458K Buy
+5,979
New +$456K 0.03% 332

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

North Star Investment Management's VSDB Position: Q2 2026 in Review

North Star Investment Management reduced its Vanguard Short Duration Bond ETF (VSDB) stake by 3.5% in Q2 2026, selling an estimated $44.6K and leaving 16,249 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #254.

North Star Investment Management first reported a position in VSDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q1 2026. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • North Star Investment Management held 16,249 shares of Vanguard Short Duration Bond ETF worth $1.24M as of Q2 2026.
  • North Star Investment Management sold 585 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $44.6K.
  • Vanguard Short Duration Bond ETF made up 0.07% of North Star Investment Management's portfolio in Q2 2026, its #254 holding.
  • North Star Investment Management first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • North Star Investment Management's Vanguard Short Duration Bond ETF position peaked at $1.28M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.