Advisor Resource Council’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advisor Resource Council’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	$217K	Buy	+2,845	New	+$220K	0.07%	233
2025 Q1	–	Sell	-2,635	Closed	-$204K	–	597
2024 Q4	$204K	Buy	+2,635	New	+$205K	0.15%	68
2024 Q1	–	Sell	-3,984	Closed	-$307K	–	272
2023 Q4	$307K	Buy	+3,984	New	+$302K	0.04%	339
2022 Q4	–	Sell	-3,093	Closed	-$232K	–	164
2022 Q3	$232K	Sell	3,093 -4,031	-57%	-$308K	0.16%	131
2022 Q2	$548K	Buy	7,124 +752	+12%	+$57.9K	0.05%	273
2022 Q1	$496K	Sell	6,372 -1,282	-17%	-$102K	0.15%	134
2021 Q4	$618K	Buy	7,654 +4,566	+148%	+$371K	0.05%	299
2021 Q3	$252K	Sell	3,088 -6,613	-68%	-$543K	0.08%	191
2021 Q2	$797K	Buy	+9,701	New	+$798K	0.08%	236

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

LPL Financial San Diego, California $468B AUM 17.69% 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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Advisor Resource Council's BSV Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 2,845 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #233 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in BSV as recently as Q4 2024.

Advisor Resource Council first reported a position in BSV in Q2 2021 and has held it in 9 quarters since. The position peaked at $797K in Q2 2021. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Advisor Resource Council held 2,845 shares of Vanguard Short-Term Bond ETF worth $217K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new Advisor Resource Council position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.07% of Advisor Resource Council's portfolio in Q3 2026, its #233 holding.
Advisor Resource Council first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 9 quarters since.
Advisor Resource Council's Vanguard Short-Term Bond ETF position peaked at $797K in Q2 2021.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.