Accurate Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accurate 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 Q3	$293K	Buy	3,839 +322	+9%	+$24.9K	0.03%	479
2026 Q2	$273K	Buy	+3,517	New	+$274K	0.03%	479
2025 Q2	–	Sell	-3,709	Closed	-$288K	–	445
2025 Q1	$288K	Buy	3,709 +681	+22%	+$52.9K	0.06%	294
2024 Q4	$233K	Sell	3,028 -16	-0.5%	-$1.24K	0.04%	340
2024 Q3	$237K	Sell	3,044 -376	-11%	-$29.3K	0.05%	331
2024 Q2	$264K	Buy	+3,420	New	+$261K	0.06%	256
2023 Q4	–	Sell	-2,904	Closed	-$217K	–	274
2023 Q3	$217K	Sell	2,904 -2,449	-46%	-$185K	0.07%	247
2023 Q2	$405K	Buy	5,353 +1,844	+53%	+$141K	0.13%	164
2023 Q1	$268K	Sell	3,509 -1,419	-29%	-$108K	0.09%	205
2022 Q4	$374K	Sell	4,928 -7,042	-59%	-$528K	0.14%	132
2022 Q3	$1.1M	Buy	11,970 +6,830	+133%	+$522K	0.46%	49
2022 Q2	$395K	Sell	5,140 -1,021	-17%	-$78.7K	0.21%	93
2022 Q1	$480K	Buy	+6,161	New	+$489K	0.22%	94

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accurate Wealth Management's BSV Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q3 2026, buying an estimated $24.9K and bringing the position to 3,839 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #479.

Accurate Wealth Management first reported a position in BSV in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2022. 1,115 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Accurate Wealth Management held 3,839 shares of Vanguard Short-Term Bond ETF worth $293K as of Q3 2026.
Accurate Wealth Management bought 322 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $24.9K.
Vanguard Short-Term Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #479 holding.
Accurate Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 13 quarters since.
Accurate Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.1M in Q3 2022.
1,115 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.