Orgel Wealth Management
VSDB icon

Orgel Wealth Management’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Orgel Wealth 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
Q3 		$619M Buy
8,294,431
+95,038
+1% +$7.19M 11.69% 1
2026
Q2 		$626M Buy
8,199,393
+4,710,224
+135% +$359M 11.87% 2
2026
Q1 		$266M Buy
+3,489,169
New +$267M 5.73% 7

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CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Englebert Financial Advisers
Englebert Financial Advisers Allentown, Pennsylvania $101M AUM 14.65% 1-Year Est. Return

Orgel Wealth Management's VSDB Position: Q3 2026 in Review

Orgel Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 1.2% in Q3 2026, buying an estimated $7.19M and bringing the position to 8,294,431 shares worth $619M. The position accounts for 11.69% of the portfolio, ranked #1.

Orgel Wealth Management first reported a position in VSDB in Q1 2026 and has held it in 3 quarters since. The position peaked at $626M in Q2 2026. 16 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

  • Orgel Wealth Management held 8,294,431 shares of Vanguard Short Duration Bond ETF worth $619M as of Q3 2026.
  • Orgel Wealth Management bought 95,038 Vanguard Short Duration Bond ETF shares in Q3 2026, an estimated $7.19M.
  • Vanguard Short Duration Bond ETF made up 11.69% of Orgel Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Orgel Wealth Management first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Orgel Wealth Management's Vanguard Short Duration Bond ETF position peaked at $626M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.