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Vanguard Short DUR Bond ETF (VSDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
INCREASED
Shares8,294,431 from 8,199,393
Change+95,038 (+1%)
Value$619.3M (-$6.7M)
Filed 2026-10-14
CGN Advisors LLC
INCREASED
Shares116,299 from 94,661
Change+21,638 (+23%)
Value$8.7M (+$1.5M)
Filed 2026-10-21
Werba Rubin Papier Wealth Management
INCREASED
Shares99,404 from 92,933
Change+6,471 (+7%)
Value$7.4M (+$327.0K)
Filed 2026-11-06
Keystone Financial Group, Inc.
INCREASED
Shares85,323 from 60,314
Change+25,009 (+41%)
Value$6.4M (+$1.8M)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
NEW
Shares63,228
Change+63,228
Value$4.7M
Filed 2026-11-05
Entruity Wealth, LLC
DECREASED
Shares56,078 from 60,268
Change-4,190 (-7%)
Value$4.2M (-$414.0K)
Filed 2026-11-06
Pinnacle Financial Group, LLC / IL
INCREASED
Shares44,452 from 40,697
Change+3,755 (+9%)
Value$3.3M (+$212.0K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares29,225 from 14,337
Change+14,888 (+104%)
Value$2.2M (+$1.1M)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares28,598 from 5,545
Change+23,053 (+416%)
Value$2.1M (+$1.7M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares26,489 from 11,052
Change+15,437 (+140%)
Value$2.0M (+$1.1M)
Filed 2026-11-06
Worth Asset Management, LLC
INCREASED
Shares25,509 from 9,541
Change+15,968 (+167%)
Value$1.9M (+$1.2M)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED
Shares21,470 from 21,227
Change+243 (+1%)
Value$1.6M (-$17.5K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares17,992 from 13,783
Change+4,209 (+31%)
Value$1.3K (-$532.2K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares17,557 from 4,503
Change+13,054 (+290%)
Value$1.3M (+$967.0K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares17,307 from 16,249
Change+1,058 (+7%)
Value$1.3M (+$51.7K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares14,933 from 21,881
Change-6,948 (-32%)
Value$1.1M (-$558.5K)
Filed 2026-10-16
Indivisible Partners
NEW
Shares12,734
Change+12,734
Value$950.7K
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares12,399 from 12,399
Change0 (0%)
Value$926.0K (-$16.1K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED
Shares12,000 from 11,500
Change+500 (+4%)
Value$895.9K (+$18.0K)
Filed 2026-10-13
Englebert Financial Advisers, LLC
DECREASED
Shares11,699 from 11,902
Change-203 (-2%)
Value$873.4K (-$35.2K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares10,489 from 10,560
Change-71 (-1%)
Value$787.9K (-$18.3K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares9,044 from 26,562
Change-17,518 (-66%)
Value$675.3K (-$1.4M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares8,285 from 4,585
Change+3,700 (+81%)
Value$618.6K (+$268.5K)
Filed 2026-10-26
Mills Wealth Advisors LLC
DECREASED
Shares7,928 from 14,509
Change-6,581 (-45%)
Value$592.0K (-$515.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares7,703 from 4,344
Change+3,359 (+77%)
Value$575.1K (+$243.5K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares7,161 from 6,848
Change+313 (+5%)
Value$534.6K (+$11.9K)
Filed 2026-11-02
Burton Enright Welch
INCREASED
Shares5,123 from 3,596
Change+1,527 (+42%)
Value$382.5K (+$108.0K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares4,599 from 4,172
Change+427 (+10%)
Value$343 (-$318.7K)
Filed 2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,531 from 3,819
Change+712 (+19%)
Value$338.3K (+$46.8K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
NEW
Shares3,900
Change+3,900
Value$291.2K
Filed 2026-10-22
HBK Sorce Advisory LLC
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$245.0K (-$2.8K)
Filed 2026-11-06
Concord Wealth Partners
INCREASED
Shares3,095 from 3,060
Change+35 (+1%)
Value$231.1K (-$2.5K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares2,689 from 2,671
Change+18 (+1%)
Value$200.8K (-$3.2K)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$160.2K (-$3.3K)
Filed 2026-10-20
10Elms LLP
NEW
Shares1,407
Change+1,407
Value$105.0K
Filed 2026-11-06
Capital Investment Advisory Services, LLC
NEW
Shares1,315
Change+1,315
Value$98.2K
Filed 2026-10-30
Vestor Capital, LLC
NEW
Shares1,020
Change+1,020
Value$121
Filed 2026-11-04
Physician Wealth Advisors, Inc.
NEW
Shares1,011
Change+1,011
Value$75.5K
Filed 2026-10-20
Montag A & Associates Inc
NEW
Shares377
Change+377
Value$28.1K
Filed 2026-10-29
Bell Bank
CLOSED
Shares0 from 55,494
Change-55,494 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$76)
Filed 2026-11-04
Beaird Harris Wealth Management, LLC
N/A
Shares— from 203,992
Change-203,992 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 81,727
Change-81,727 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 44,866
Change-44,866 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,156
Change-21,156 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 11,913
Change-11,913 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,889
Change-11,889 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 359
Change-359 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Orgel Wealth Management, LLC
INCREASED8,294,4318,199,393+95,038+1%$625.9M$619.3M-$6.7M2026-10-14
CGN Advisors LLC
INCREASED116,29994,661+21,638+23%$7.2M$8.7M+$1.5M2026-10-21
Werba Rubin Papier Wealth Management
INCREASED99,40492,933+6,471+7%$7.1M$7.4M+$327.0K2026-11-06
Keystone Financial Group, Inc.
INCREASED85,32360,314+25,009+41%$4.6M$6.4M+$1.8M2026-10-13
Acumen Wealth Advisors, LLC
NEW63,228—+63,228——$4.7M—2026-11-05
Entruity Wealth, LLC
DECREASED56,07860,268-4,190-7%$4.6M$4.2M-$414.0K2026-11-06
Pinnacle Financial Group, LLC / IL
INCREASED44,45240,697+3,755+9%$3.1M$3.3M+$212.0K2026-10-29
Balboa Wealth Partners
INCREASED29,22514,337+14,888+104%$1.1M$2.2M+$1.1M2026-10-20
Crusonia Wealth Advisors LLC
INCREASED28,5985,545+23,053+416%$423.3K$2.1M+$1.7M2026-10-26
LPL Financial LLC
INCREASED26,48911,052+15,437+140%$843.7K$2.0M+$1.1M2026-11-06
Worth Asset Management, LLC
INCREASED25,5099,541+15,968+167%$728.4K$1.9M+$1.2M2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED21,47021,227+243+1%$1.6M$1.6M-$17.5K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED17,99213,783+4,209+31%$533.5K$1.3K-$532.2K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED17,5574,503+13,054+290%$343.8K$1.3M+$967.0K2026-10-16
North Star Investment Management Corp.
INCREASED17,30716,249+1,058+7%$1.2M$1.3M+$51.7K2026-10-27
TD Waterhouse Canada Inc.
DECREASED14,93321,881-6,948-32%$1.7M$1.1M-$558.5K2026-10-16
Indivisible Partners
NEW12,734—+12,734——$950.7K—2026-10-26
Wealth Enhancement Advisory Services, LLC
UNCHANGED12,39912,39900%$942.1K$926.0K-$16.1K2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED12,00011,500+500+4%$877.9K$895.9K+$18.0K2026-10-13
Englebert Financial Advisers, LLC
DECREASED11,69911,902-203-2%$908.6K$873.4K-$35.2K2026-10-20
Prospera Financial Services Inc
DECREASED10,48910,560-71-1%$806.1K$787.9K-$18.3K2026-11-04
Commonwealth Equity Services, LLC
DECREASED9,04426,562-17,518-66%$2.0M$675.3K-$1.4M2026-11-02
Flagship Harbor Advisors, LLC
INCREASED8,2854,585+3,700+81%$350.0K$618.6K+$268.5K2026-10-26
Mills Wealth Advisors LLC
DECREASED7,92814,509-6,581-45%$1.1M$592.0K-$515.6K2026-10-22
Farther Finance Advisors, LLC
INCREASED7,7034,344+3,359+77%$331.7K$575.1K+$243.5K2026-10-08
Kestra Advisory Services, LLC
INCREASED7,1616,848+313+5%$522.8K$534.6K+$11.9K2026-11-02
Burton Enright Welch
INCREASED5,1233,596+1,527+42%$274.5K$382.5K+$108.0K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED4,5994,172+427+10%$319.0K$343-$318.7K2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED4,5313,819+712+19%$291.6K$338.3K+$46.8K2026-11-02
Lantern Wealth Advisors, LLC
NEW3,900—+3,900——$291.2K—2026-10-22
HBK Sorce Advisory LLC
UNCHANGED3,2653,26500%$247.8K$245.0K-$2.8K2026-11-06
Concord Wealth Partners
INCREASED3,0953,060+35+1%$233.6K$231.1K-$2.5K2026-11-02
CRA Financial Services, LLC
INCREASED2,6892,671+18+1%$203.9K$200.8K-$3.2K2026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED2,1512,15100%$163.4K$160.2K-$3.3K2026-10-20
10Elms LLP
NEW1,407—+1,407——$105.0K—2026-11-06
Capital Investment Advisory Services, LLC
NEW1,315—+1,315——$98.2K—2026-10-30
Vestor Capital, LLC
NEW1,020—+1,020——$121—2026-11-04
Physician Wealth Advisors, Inc.
NEW1,011—+1,011——$75.5K—2026-10-20
Montag A & Associates Inc
NEW377—+377——$28.1K—2026-10-29
Bell Bank
CLOSED055,494-55,494-100%$4.2M$0-$4.2M2026-10-21
Blue Trust, Inc.
CLOSED0324-324-100%$24.7K$0-$24.7K2026-10-15
EverSource Wealth Advisors, LLC
CLOSED01-1-100%$76$0-$762026-11-04
Beaird Harris Wealth Management, LLC
N/A—203,992-203,992-100%$15.6M———
TD Capital Management LLC
N/A—81,727-81,727-100%$6.2M———
Integrated Wealth Concepts LLC
N/A—44,866-44,866-100%$3.4M———
Sanctuary Advisors, LLC
N/A—21,156-21,156-100%$1.6M———
Eldridge Investment Advisors, Inc.
N/A—16,440-16,440-100%$1.3M———
Barnes Pettey Financial Advisors, LLC
N/A—12,998-12,998-100%$992.3K———
American Investment Services, Inc.
N/A—11,913-11,913-100%$909.4K———
Citadel Advisors LLC
N/A—11,889-11,889-100%$907.6K———
AQR Capital Management LLC
N/A—10,044-10,044-100%$766.8K———
Betterment LLC
N/A—7,050-7,050-100%$538.0K———
Essex Financial Services, Inc.
N/A—5,690-5,690-100%$434.4K———
Mariner, LLC
N/A—5,418-5,418-100%$413.6K———
Focus Partners Advisor Solutions, LLC
N/A—5,100-5,100-100%$389.3K———
Envestnet Asset Management Inc
N/A—4,013-4,013-100%$306.3K———
MML Investors Services, LLC
N/A—3,416-3,416-100%$260.8K———
Aegis Wealth Management LLC
N/A—3,275-3,275-100%$250.0K———
Aptus Capital Advisors, LLC
N/A—2,446-2,446-100%$186.7K———
Osaic Holdings, Inc.
N/A—820-820-100%$62.6K———
Atomic Invest LLC
N/A—614-614-100%$46.9K———
Morgan Stanley
N/A—359-359-100%$27.4K———
Vanguard Advisers Inc
N/A—96-96-100%$7.3K———
Royal Bank of Canada
N/A—70-70-100%$5.0K———
Showing 64 of 64 institutions