WRPWM
VSDB

Werba Rubin Papier Wealth Management’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Werba Rubin Papier 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 		$5.09M Buy
66,692
+57,646
+637% +$4.41M 0.71% 25
2025
Q4 		$692K Buy
9,046
+5,067
+127% +$388K 0.19% 85
2025
Q3 		$305K Buy
+3,979
New +$303K 0.05% 172

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
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
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

Werba Rubin Papier Wealth Management's VSDB Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 637% in Q1 2026, buying an estimated $4.41M and bringing the position to 66,692 shares worth $5.09M. The position accounts for 0.71% of the portfolio, ranked #25.

Werba Rubin Papier Wealth Management first reported a position in VSDB in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 66,692 shares of Vanguard Short Duration Bond ETF worth $5.09M as of Q1 2026.
  • Werba Rubin Papier Wealth Management bought 57,646 Vanguard Short Duration Bond ETF shares in Q1 2026, an estimated $4.41M.
  • Vanguard Short Duration Bond ETF made up 0.71% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.