OWM
VSDB

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
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

Other funds holding VSDB

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Orgel Wealth Management's VSDB Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 135% in Q2 2026, buying an estimated $359M and bringing the position to 8,199,393 shares worth $626M. The position accounts for 11.87% of the portfolio, ranked #2.

Orgel Wealth Management first reported a position in VSDB in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

  • Orgel Wealth Management held 8,199,393 shares of Vanguard Short Duration Bond ETF worth $626M as of Q2 2026.
  • Orgel Wealth Management bought 4,710,224 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $359M.
  • Vanguard Short Duration Bond ETF made up 11.87% of Orgel Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Orgel Wealth Management first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.