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 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

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

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

Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Financial Group's VSDB Position: Q2 2026 in Review

Pinnacle Financial Group increased its Vanguard Short Duration Bond ETF (VSDB) stake by 5.2% in Q2 2026, buying an estimated $154K and bringing the position to 40,697 shares worth $3.11M. The position accounts for 0.76% of the portfolio, ranked #31.

Pinnacle Financial Group first reported a position in VSDB in Q2 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Pinnacle Financial Group held 40,697 shares of Vanguard Short Duration Bond ETF worth $3.11M as of Q2 2026.
Pinnacle Financial Group bought 2,015 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $154K.
Vanguard Short Duration Bond ETF made up 0.76% of Pinnacle Financial Group's portfolio in Q2 2026, its #31 holding.
Pinnacle Financial Group first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.