Kroeger Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kroeger Financial Partners’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156	Buy	+2	New	+$156	﹤0.01%	133

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Kroeger Financial Partners's BSV Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 2 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #133 among its holdings.

571 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Kroeger Financial Partners held 2 shares of Vanguard Short-Term Bond ETF worth $156 as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Kroeger Financial Partners position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #133 holding.
571 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.