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 Q2	$1.62M	Buy	21,227 +200	+1%	+$15.2K	0.04%	238
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

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

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Robertson Stephens Wealth Management's VSDB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 0.95% in Q2 2026, buying an estimated $15.2K and bringing the position to 21,227 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #238.

Robertson Stephens Wealth Management 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.

Robertson Stephens Wealth Management held 21,227 shares of Vanguard Short Duration Bond ETF worth $1.62M as of Q2 2026.
Robertson Stephens Wealth Management bought 200 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Short Duration Bond ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #238 holding.
Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.