VSDB Institutional Ownership & Shareholders
VANGUARD SHORT DUR BOND ETF (VSDB) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $705.77M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Orgel Wealth Management, Llc is currently the largest disclosed institutional shareholder of VSDB tracked by InsiderSet, reporting ownership valued at approximately $619.26M in its September 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 $623.04M, representing an estimated gain of +0.61% 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
59
Total Reported Value
$705.77M
Largest Holder
Orgel Wealth Management, Llc
Largest Position
$619.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
69
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 | 11.69% | 8,294,431 | $619,262,244 | $623,036,185 | +$3,773,941 | +0.61% | |
| Beaird Harris Wealth Management, Llc | 0.98% | 203,992 | $15,572,779 | $15,322,859 | -$249,920 | -1.60% | |
| Cgn Advisors Llc | 0.67% | 116,299 | $8,682,858 | $8,735,799 | +$52,941 | +0.61% | |
| Werba Rubin Papier Wealth Management | 0.86% | 92,933 | $7,094,509 | $6,980,662 | -$113,847 | -1.60% | |
| Keystone Financial Group, Inc. | 3.39% | 85,323 | $6,370,245 | $6,409,037 | +$38,792 | +0.61% | |
| Td Capital Management Llc | 0.51% | 81,727 | $6,239,035 | $6,138,924 | -$100,111 | -1.60% | |
| Entruity Wealth, Llc | 2.98% | 60,268 | $4,600,825 | $4,527,031 | -$73,794 | -1.60% | |
| Integrated Wealth Concepts Llc | 0.02% | 44,866 | $3,425,065 | $3,370,110 | -$54,955 | -1.60% | |
| Pinnacle Financial Group, Llc / Il | 0.80% | 44,452 | $3,318,786 | $3,339,012 | +$20,226 | +0.61% | |
| Balboa Wealth Partners | 0.29% | 29,225 | $2,181,975 | $2,195,236 | +$13,261 | +0.61% | |
| Crusonia Wealth Advisors Llc | 0.32% | 28,598 | $2,135,140 | $2,148,139 | +$12,999 | +0.61% | |
| Worth Asset Management, Llc | 0.56% | 25,509 | $1,904,468 | $1,916,109 | +$11,641 | +0.61% | |
| Sanctuary Advisors, Llc | 0.01% | 21,156 | $1,615,049 | $1,589,133 | -$25,916 | -1.60% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 21,470 | $1,602,960 | $1,612,719 | +$9,759 | +0.61% | |
| Concurrent Investment Advisors, Llc | 0.01% | 17,557 | $1,310,782 | $1,318,794 | +$8,012 | +0.61% | |
| North Star Investment Management Corp. | 0.07% | 17,307 | $1,292,168 | $1,300,015 | +$7,847 | +0.61% | |
| Eldridge Investment Advisors, Inc. | 0.25% | 16,440 | $1,255,061 | $1,234,891 | -$20,170 | -1.61% | |
| Td Waterhouse Canada Inc. | 0.00% | 14,933 | $1,111,911 | $1,121,692 | +$9,781 | +0.88% | |
| Barnes Pettey Financial Advisors, Llc | 0.31% | 12,998 | $992,267 | $976,345 | -$15,922 | -1.60% | |
| Indivisible Partners | 0.04% | 12,734 | $950,720 | $956,514 | +$5,794 | +0.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,399 | $925,957 | $931,351 | +$5,394 | +0.58% | |
| American Investment Services, Inc. | 0.19% | 11,913 | $909,425 | $894,845 | -$14,580 | -1.60% | |
| Citadel Advisors Llc | 0.00% | 11,889 | $907,606 | $893,042 | -$14,564 | -1.60% | |
| Steel Grove Capital Advisors, Llc | 0.08% | 12,000 | $895,920 | $901,380 | +$5,460 | +0.61% | |
| Englebert Financial Advisers, Llc | 0.87% | 11,699 | $873,439 | $878,770 | +$5,331 | +0.61% | |
| Lpl Financial Llc | 0.00% | 11,052 | $843,732 | $830,171 | -$13,561 | -1.61% | |
| Prospera Financial Services Inc | 0.01% | 10,560 | $806,148 | $793,214 | -$12,934 | -1.60% | |
| Aqr Capital Management Llc | 0.00% | 10,044 | $766,759 | $754,455 | -$12,304 | -1.60% | |
| Hazlett, Burt & Watson, Inc. | 0.24% | 9,875 | $756,000 | $741,761 | -$14,239 | -1.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,044 | $675,250 | $679,340 | +$4,090 | +0.61% | |
| Flagship Harbor Advisors, Llc | 0.02% | 8,285 | $618,558 | $622,328 | +$3,770 | +0.61% | |
| Mills Wealth Advisors Llc | 0.19% | 7,928 | $592,032 | $595,512 | +$3,480 | +0.59% | |
| Farther Finance Advisors, Llc | 0.00% | 7,703 | $575,115 | $578,611 | +$3,496 | +0.61% | |
| Betterment Llc | 0.00% | 7,050 | $538,000 | $529,561 | -$8,439 | -1.57% | |
| Kestra Advisory Services, Llc | 0.00% | 7,161 | $534,635 | $537,899 | +$3,264 | +0.61% | |
| Essex Financial Services, Inc. | 0.02% | 5,690 | $434,375 | $427,404 | -$6,971 | -1.60% | |
| Mariner, Llc | 0.00% | 5,418 | $413,607 | $406,973 | -$6,634 | -1.60% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 5,100 | $389,334 | $383,087 | -$6,248 | -1.60% | |
| Gutierrez Wealth Advisory, Llc | 0.18% | 4,531 | $338,317 | $340,346 | +$2,029 | +0.60% | |
| Envestnet Asset Management Inc | 0.00% | 4,013 | $306,333 | $301,436 | -$4,897 | -1.60% | |
| Lantern Wealth Advisors, Llc | 0.13% | 3,900 | $291,174 | $292,949 | +$1,775 | +0.61% | |
| Burton Enright Welch | 0.03% | 3,596 | $274,519 | $270,114 | -$4,405 | -1.60% | |
| Mml Investors Services, Llc | 0.00% | 3,416 | $260,758 | $256,593 | -$4,165 | -1.60% | |
| Aegis Wealth Management Llc | 0.12% | 3,275 | $250,014 | $246,002 | -$4,012 | -1.60% | |
| Hbk Sorce Advisory Llc | 0.00% | 3,265 | $247,814 | $245,250 | -$2,564 | -1.03% | |
| Concord Wealth Partners | 0.03% | 3,095 | $231,094 | $232,481 | +$1,387 | +0.60% | |
| Cra Financial Services, Llc | 0.02% | 2,689 | $200,764 | $201,984 | +$1,220 | +0.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,446 | $186,728 | $183,731 | -$2,997 | -1.60% | |
| Cornerstone National Bank & Trust Co | 0.05% | 2,151 | $160,163 | $161,572 | +$1,409 | +0.88% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,315 | $98,185 | $98,776 | +$591 | +0.60% |
Frequently asked questions about VSDB
Who are the largest institutional holders of VSDB?
The largest institutional holders of VSDB reported in the latest SEC Form 13F filings include Orgel Wealth Management, Llc, Beaird Harris Wealth Management, Llc, Cgn Advisors Llc, Werba Rubin Papier Wealth Management, and Keystone Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported VSDB position.
What is VSDB institutional ownership?
This page tracks VSDB positions reported by institutional investment managers through SEC Form 13F. VANGUARD SHORT DUR BOND ETF (VSDB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSDB?
InsiderSet currently tracks 59 institutional managers reporting VSDB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VSDB shareholders.
How much VSDB stock do institutions own?
Institutional investment managers disclosed approximately $705.77M in VSDB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSDB institutional ownership last updated?
The latest VSDB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VSDB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VSDB position after the reporting date.
Are institutions buying or selling VSDB?
Institutional buying and selling can be analyzed by comparing VSDB positions across consecutive 13F reporting periods. InsiderSet's VSDB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSDB ownership changes.
How has VSDB institutional ownership changed over time?
InsiderSet tracks VSDB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.