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Steel Grove Capital Advisors’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Steel Grove Capital Advisors’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 		$896K Buy
12,000
+500
+4% +$37.8K 0.08% 117
2026
Q2 		$878K Buy
11,500
+7,000
+156% +$534K 0.08% 117
2026
Q1 		$343K Buy
+4,500
New +$345K 0.04% 162

Other funds holding VSDB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Steel Grove Capital Advisors's VSDB Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Short Duration Bond ETF (VSDB) stake by 4.3% in Q3 2026, buying an estimated $37.8K and bringing the position to 12,000 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #117.

Steel Grove Capital Advisors first reported a position in VSDB in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold VSDB as of Q3 2026.

  • Steel Grove Capital Advisors held 12,000 shares of Vanguard Short Duration Bond ETF worth $896K as of Q3 2026.
  • Steel Grove Capital Advisors bought 500 Vanguard Short Duration Bond ETF shares in Q3 2026, an estimated $37.8K.
  • Vanguard Short Duration Bond ETF made up 0.08% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #117 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard Short Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.