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 Q2	$7.09M	Buy	92,933 +26,241	+39%	+$2M	0.86%	20
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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Werba Rubin Papier Wealth Management's VSDB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Short Duration Bond ETF (VSDB) stake by 39% in Q2 2026, buying an estimated $2M and bringing the position to 92,933 shares worth $7.09M. The position accounts for 0.86% of the portfolio, ranked #20.

Werba Rubin Papier Wealth Management first reported a position in VSDB in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold VSDB as of Q2 2026.

Werba Rubin Papier Wealth Management held 92,933 shares of Vanguard Short Duration Bond ETF worth $7.09M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 26,241 Vanguard Short Duration Bond ETF shares in Q2 2026, an estimated $2M.
Vanguard Short Duration Bond ETF made up 0.86% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #20 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.