PFG
VSDB

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
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Financial Group's VSDB Position: Q1 2026 in Review

Pinnacle Financial Group increased its Vanguard Short Duration Bond ETF (VSDB) stake by 22% in Q1 2026, buying an estimated $526K and bringing the position to 38,682 shares worth $2.95M. The position accounts for 0.81% of the portfolio, ranked #30.

Pinnacle Financial Group first reported a position in VSDB in Q2 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Pinnacle Financial Group held 38,682 shares of Vanguard Short Duration Bond ETF worth $2.95M as of Q1 2026.
  • Pinnacle Financial Group bought 6,872 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $526K.
  • Vanguard Short Duration Bond ETF made up 0.81% of Pinnacle Financial Group's portfolio in Q1 2026, its #30 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Short Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.