VSDB

Vanguard Short Dur Bond ETF

+$300.4M

Net Activity

Institutions Holding

44

Popularity Rank

#6307

Avg Weight

0.32%

Total Value

$321.7M

Ownership Trend

44 institutions currently hold VSDB, with 31 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

31

Key Holders

Key Holders

Top 5 by Value

OW
Orgel Wealth Management, LLC
$266.0M
BH
Beaird Harris Wealth Management, LLC
$10.3M
CA
CGN Advisors LLC
$5.4M
WR
Werba Rubin Papier Wealth Management
$5.1M
IW
Integrated Wealth Concepts LLC
$4.3M

Top 5 by Conviction

OW
Orgel Wealth Management, LLC
5.73%
KF
Keystone Financial Group, Inc.
1.91%
EF
Englebert Financial Advisers, LLC
1.46%
PF
Pinnacle Financial Group, LLC / IL
0.81%
WR
Werba Rubin Papier Wealth Management
0.71%
View all 44 holding institutions

Quarterly Activity

Recent Activity

+$314.2M

Total Buy Value

$6.2M

Total Sell Value

New buy17
Trim4
Add14
Sold out2

31

Net Buyers

6

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD SHORT DUR BOND ETF (VSDB)?
Major stakeholders currently include Orgel Wealth Management, LLC ($266.0M), Beaird Harris Wealth Management, LLC ($10.3M), CGN Advisors LLC ($5.4M). Based on the latest 13F filings, there are a total of 44 tracked investment funds and institutions maintaining positions in VSDB.
What is the overall institutional sentiment toward VSDB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $300.4M, driven by 31 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their VSDB positions?
In the latest period, 4 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $6.2M.
Are there any notable investors adding VSDB to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $314.2M.

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