2WWM
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21 West Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

21 West Wealth Management’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 		– Sell
-3,024
Closed -$237K – 66
2026
Q1 		$237K Sell
3,024
-760
-20% -$59.8K 0.22% 58
2025
Q4 		$298K Buy
+3,784
New +$299K 0.27% 52

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
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
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

21 West Wealth Management's BSV Position: Q2 2026 in Review

21 West Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 3,024 shares — an estimated $237K sold.

21 West Wealth Management first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $298K in Q4 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • 21 West Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • 21 West Wealth Management sold 3,024 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $237K.
  • 21 West Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • 21 West Wealth Management's Vanguard Short-Term Bond ETF position peaked at $298K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.