RSWM
VSDB

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

Robertson Stephens 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
Q1 		$1.6M Buy
21,027
+2,065
+11% +$158K 0.04% 232
2025
Q4 		$1.45M Buy
18,962
+302
+2% +$23.1K 0.04% 248
2025
Q3 		$1.43M Buy
18,660
+13,028
+231% +$993K 0.04% 214
2025
Q2 		$429K Buy
+5,632
New +$424K 0.01% 391

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
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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

Robertson Stephens Wealth Management's VSDB Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 11% in Q1 2026, buying an estimated $158K and bringing the position to 21,027 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #232.

Robertson Stephens Wealth Management 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.

  • Robertson Stephens Wealth Management held 21,027 shares of Vanguard Short Duration Bond ETF worth $1.6M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 2,065 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $158K.
  • Vanguard Short Duration Bond ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.