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

Pinnacle Financial Group’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	$3.32M	Buy	44,452 +3,755	+9%	+$284K	0.8%	32
2026 Q2	$3.11M	Buy	40,697 +2,015	+5%	+$154K	0.76%	31
2026 Q1	$2.95M	Buy	38,682 +6,872	+22%	+$526K	0.81%	30
2025 Q4	$2.43M	Buy	31,810 +1,006	+3%	+$77K	0.71%	35
2025 Q3	$2.36M	Buy	30,804 +24,615	+398%	+$1.88M	0.71%	36
2025 Q2	$471K	Buy	+6,189	New	+$466K	0.16%	57

Other funds holding VSDB

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Pinnacle Financial Group's VSDB Position: Q3 2026 in Review

Pinnacle Financial Group increased its Vanguard Short Duration Bond ETF (VSDB) stake by 9.2% in Q3 2026, buying an estimated $284K and bringing the position to 44,452 shares worth $3.32M. The position accounts for 0.8% of the portfolio, ranked #32.

Pinnacle Financial Group first reported a position in VSDB in Q2 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

Pinnacle Financial Group held 44,452 shares of Vanguard Short Duration Bond ETF worth $3.32M as of Q3 2026.
Pinnacle Financial Group bought 3,755 Vanguard Short Duration Bond ETF shares in Q3 2026, an estimated $284K.
Vanguard Short Duration Bond ETF made up 0.8% of Pinnacle Financial Group's portfolio in Q3 2026, its #32 holding.
Pinnacle Financial Group first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Pinnacle Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.