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VSDB

Vanguard Short Duration Bond ETF

44 hedge funds and large institutions have $322M invested in Vanguard Short Duration Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,408% more capital invested

Capital invested by funds: $21.3M → $322M (+$300M)

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

57.37% more ownership

Funds ownership: 18.11%75.48% (+57%)

57% more funds holding

Funds holding: 2844 (+16)

Holders
44
Holders Change
+16
Holders Change %
+57.14%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$266M +$267M +3,489,169 New
BHWM
2
Beaird Harris Wealth Management
Texas
$10.3M +$10.3M +133,987 +20,058%
CA
3
CGN Advisors
Kansas
$5.41M +$5.44M +71,014 New
WRPWM
4
Werba Rubin Papier Wealth Management
California
$5.09M +$4.41M +57,646 +637%
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.27M +$4.29M +55,970 New
KFGG
6
Keystone Financial Group (Georgia)
Georgia
$3.68M +$1.11M +14,546 +43%
PFG
7
Pinnacle Financial Group
Illinois
$2.95M +$526K +6,872 +22%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$2.08M -$182K -2,375 -8%
RSWM
9
Robertson Stephens Wealth Management
California
$1.6M +$158K +2,065 +11%
SA
10
Sanctuary Advisors
Indiana
$1.54M +$107K +1,397 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.42M +$411K +5,371 +41%
MWA
12
Mills Wealth Advisors
Texas
$1.32M -$63.7K -832 -5%
EFA
13
Englebert Financial Advisers
Pennsylvania
$1.29M +$1.29M +16,859 New
NSIM
14
North Star Investment Management
Illinois
$1.28M +$61.4K +802 +5%
Jane Street
15
Jane Street
New York
$1.13M +$1.14M +14,875 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.01M +$1.01M +13,199 New
BPFA
17
Barnes Pettey Financial Advisors
Mississippi
$991K +$995K +12,998 New
PFS
18
Prospera Financial Services
Texas
$836K
AIS
19
American Investment Services
Massachusetts
$826K -$260K -3,402 -24%
EIA
20
Eldridge Investment Advisors
New Hampshire
$824K +$827K +10,802 New
HBW
21
Hazlett, Burt & Watson
West Virginia
$804K +$536K +7,004 +201%
AQR Capital Management
22
AQR Capital Management
Connecticut
$766K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$744K -$135K -1,768 -15%
Betterment LLC
24
Betterment LLC
New York
$582K +$584K +7,627 New
Mariner
25
Mariner
Kansas
$519K +$522K +6,823 New

VSDB Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short Duration Bond ETF (VSDB) for Q1 2026, worth a combined $322M — up 1,408% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VSDB positions and 2 closed out — a net gain of 16 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $267M. The largest seller was Goldman Sachs, exiting entirely with an estimated $559K sold.

  • 44 institutional investors held Vanguard Short Duration Bond ETF (VSDB) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $322M of Vanguard Short Duration Bond ETF stock for Q1 2026, up 1,408% quarter-over-quarter.
  • 18 funds opened new Vanguard Short Duration Bond ETF positions in Q1 2026 and 2 closed out, a net change of +16 holders.
  • The largest Vanguard Short Duration Bond ETF buyer in Q1 2026 was Orgel Wealth Management, an estimated $267M added.
  • The largest Vanguard Short Duration Bond ETF seller in Q1 2026 was Goldman Sachs, an estimated $559K sold.

Based on aggregated 13F filings for Q1 2026.