Adaptive Financial Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Adaptive Financial Consulting’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	$11.3M	Sell	145,499 -1,986	-1%	-$155K	3.97%	12
2026 Q1	$11.6M	Buy	147,485 +7,987	+6%	+$629K	4.43%	10
2025 Q4	$11M	Buy	139,498 +1,838	+1%	+$145K	4.28%	10
2025 Q3	$10.9M	Hold	137,660	–	–	4.34%	9
2025 Q2	$10.8M	Buy	137,660 +1,417	+1%	+$111K	4.52%	9
2025 Q1	$10.7M	Buy	136,243 +132	+0.1%	+$10.2K	4.57%	9
2024 Q4	$10.5M	Hold	136,111	–	–	4.36%	9
2024 Q3	$10.7M	Sell	136,111 -981	-0.7%	-$76.4K	4.36%	11
2024 Q2	$10.5M	Hold	137,092	–	–	4.56%	10
2024 Q1	$10.5M	Buy	137,092 +133,339	+3,553%	+$10.2M	4.69%	10
2023 Q4	$289K	Hold	3,753	–	–	0.15%	17
2023 Q3	$282K	Hold	3,753	–	–	0.16%	17
2023 Q2	$284K	Buy	+3,753	New	+$286K	0.16%	17
2021 Q1	–	Sell	-6,201	Closed	-$514K	–	18
2020 Q4	$514K	Sell	6,201 -419	-6%	-$34.7K	0.39%	14
2020 Q3	$550K	Hold	6,620	–	–	0.43%	14
2020 Q2	$550K	Sell	6,620 -401	-6%	-$33.2K	0.48%	13
2020 Q1	$577K	Buy	7,021 +19	+0.3%	+$1.54K	0.59%	14
2019 Q4	$564K	Buy	+7,002	New	+$565K	0.54%	16

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adaptive Financial Consulting's BSV Position: Q2 2026 in Review

Adaptive Financial Consulting reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, selling an estimated $155K and leaving 145,499 shares worth $11.3M. The position accounts for 3.97% of the portfolio, ranked #12.

Adaptive Financial Consulting first reported a position in BSV in Q4 2019 and has held it in 18 quarters since. The position peaked at $11.6M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Adaptive Financial Consulting held 145,499 shares of Vanguard Short-Term Bond ETF worth $11.3M as of Q2 2026.
Adaptive Financial Consulting sold 1,986 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $155K.
Vanguard Short-Term Bond ETF made up 3.97% of Adaptive Financial Consulting's portfolio in Q2 2026, its #12 holding.
Adaptive Financial Consulting first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 18 quarters since.
Adaptive Financial Consulting's Vanguard Short-Term Bond ETF position peaked at $11.6M in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.