VANGUARD SHORT DUR BOND ETF (VSDB) Institutional Shareholders
VANGUARD SHORT DUR BOND ETF (VSDB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $709.42M in VSDB holdings during the latest filing period.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of VSDB tracked by InsiderSet, reporting ownership valued at approximately $625.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $615.98M, representing an estimated loss of -1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed VSDB value among the investors covered in this analysis. Major shareholders include Orgel Wealth Management, Llc, Beaird Harris Wealth Management, Llc, Cgn Advisors Llc, and several other long-term asset managers with concentrated positions in VANGUARD SHORT DUR BOND ETF (VSDB).
This page ranks the largest institutional VSDB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$709.42M
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$625.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, Llc | 11.87% | 8,199,393 | $625,941,662 | $615,979,399 | -$9,962,263 | -1.59% | |
| Beaird Harris Wealth Management, Llc | 0.98% | 203,992 | $15,572,779 | $15,324,899 | -$247,880 | -1.59% | |
| Cgn Advisors Llc | 0.53% | 94,661 | $7,226,421 | $7,111,408 | -$115,013 | -1.59% | |
| Werba Rubin Papier Wealth Management | 0.86% | 92,933 | $7,094,509 | $6,981,592 | -$112,917 | -1.59% | |
| Td Capital Management Llc | 0.51% | 81,727 | $6,239,035 | $6,139,741 | -$99,294 | -1.59% | |
| Keystone Financial Group, Inc. | 2.42% | 60,314 | $4,604,354 | $4,531,089 | -$73,265 | -1.59% | |
| Entruity Wealth, Llc | 2.98% | 60,268 | $4,600,825 | $4,527,634 | -$73,192 | -1.59% | |
| Bell Bank | 0.16% | 55,494 | $4,236,412 | $4,168,987 | -$67,425 | -1.59% | |
| Integrated Wealth Concepts Llc | 0.02% | 44,866 | $3,425,065 | $3,370,558 | -$54,507 | -1.59% | |
| Pinnacle Financial Group, Llc / Il | 0.76% | 40,697 | $3,106,809 | $3,057,362 | -$49,447 | -1.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,562 | $2,027,730 | $1,995,470 | -$32,260 | -1.59% | |
| Td Waterhouse Canada Inc. | 0.00% | 21,881 | $1,670,396 | $1,643,810 | -$26,586 | -1.59% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 21,227 | $1,620,493 | $1,594,678 | -$25,815 | -1.59% | |
| Sanctuary Advisors, Llc | 0.01% | 21,156 | $1,615,049 | $1,589,345 | -$25,705 | -1.59% | |
| Eldridge Investment Advisors, Inc. | 0.25% | 16,440 | $1,255,061 | $1,235,055 | -$20,006 | -1.59% | |
| North Star Investment Management Corp. | 0.07% | 16,249 | $1,240,439 | $1,220,706 | -$19,733 | -1.59% | |
| Mills Wealth Advisors Llc | 0.35% | 14,509 | $1,107,613 | $1,089,989 | -$17,624 | -1.59% | |
| Balboa Wealth Partners | 0.15% | 14,337 | $1,094,487 | $1,077,067 | -$17,420 | -1.59% | |
| Barnes Pettey Financial Advisors, Llc | 0.31% | 12,998 | $992,267 | $976,475 | -$15,792 | -1.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,399 | $942,076 | $931,475 | -$10,601 | -1.13% | |
| American Investment Services, Inc. | 0.19% | 11,913 | $909,425 | $894,964 | -$14,461 | -1.59% | |
| Englebert Financial Advisers, Llc | 0.90% | 11,902 | $908,599 | $894,138 | -$14,461 | -1.59% | |
| Citadel Advisors Llc | 0.00% | 11,889 | $907,606 | $893,161 | -$14,445 | -1.59% | |
| Steel Grove Capital Advisors, Llc | 0.08% | 11,500 | $877,910 | $863,938 | -$13,973 | -1.59% | |
| Lpl Financial Llc | 0.00% | 11,052 | $843,732 | $830,282 | -$13,451 | -1.59% | |
| Prospera Financial Services Inc | 0.01% | 10,560 | $806,148 | $793,320 | -$12,828 | -1.59% | |
| Aqr Capital Management Llc | 0.00% | 10,044 | $766,759 | $754,556 | -$12,204 | -1.59% | |
| Hazlett, Burt & Watson, Inc. | 0.24% | 9,875 | $756,000 | $741,859 | -$14,141 | -1.87% | |
| Worth Asset Management, Llc | 0.23% | 9,541 | $728,360 | $716,768 | -$11,592 | -1.59% | |
| Betterment Llc | 0.00% | 7,050 | $538,000 | $529,631 | -$8,369 | -1.56% | |
| Kestra Advisory Services, Llc | 0.00% | 6,848 | $522,783 | $514,456 | -$8,327 | -1.59% | |
| Essex Financial Services, Inc. | 0.02% | 5,690 | $434,375 | $427,461 | -$6,914 | -1.59% | |
| Crusonia Wealth Advisors Llc | 0.07% | 5,545 | $423,305 | $416,568 | -$6,737 | -1.59% | |
| Mariner, Llc | 0.00% | 5,418 | $413,607 | $407,027 | -$6,580 | -1.59% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 5,100 | $389,334 | $383,138 | -$6,197 | -1.59% | |
| Flagship Harbor Advisors, Llc | 0.01% | 4,585 | $350,020 | $344,448 | -$5,572 | -1.59% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,503 | $343,759 | $338,288 | -$5,471 | -1.59% | |
| Farther Finance Advisors, Llc | 0.00% | 4,344 | $331,657 | $326,343 | -$5,314 | -1.60% | |
| Envestnet Asset Management Inc | 0.00% | 4,013 | $306,333 | $301,477 | -$4,856 | -1.59% | |
| Gutierrez Wealth Advisory, Llc | 0.17% | 3,819 | $291,557 | $286,902 | -$4,655 | -1.60% | |
| Burton Enright Welch | 0.03% | 3,596 | $274,519 | $270,150 | -$4,370 | -1.59% | |
| Mml Investors Services, Llc | 0.00% | 3,416 | $260,758 | $256,627 | -$4,131 | -1.58% | |
| Aegis Wealth Management Llc | 0.12% | 3,275 | $250,014 | $246,034 | -$3,980 | -1.59% | |
| Hbk Sorce Advisory Llc | 0.00% | 3,265 | $247,814 | $245,283 | -$2,531 | -1.02% | |
| Concord Wealth Partners | 0.03% | 3,060 | $233,622 | $229,883 | -$3,740 | -1.60% | |
| Cra Financial Services, Llc | 0.02% | 2,671 | $203,936 | $200,659 | -$3,277 | -1.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,446 | $186,728 | $183,756 | -$2,972 | -1.59% | |
| Cornerstone National Bank & Trust Co | 0.06% | 2,151 | $163,422 | $161,594 | -$1,828 | -1.12% | |
| Osaic Holdings, Inc. | 0.00% | 820 | $62,598 | $61,603 | -$996 | -1.59% | |
| Morgan Stanley | 0.00% | 359 | $27,412 | $26,970 | -$442 | -1.61% |
Frequently asked questions about VSDB
Who owns the most VSDB stock?
The largest holders of VSDB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD SHORT DUR BOND ETF (VSDB).
Is VSDB widely held by superinvestors?
Many widely followed stocks like VSDB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSDB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.