AWA
BSV icon

Aletheian Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aletheian Wealth Advisors’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 		$3.05M Buy
39,118
+1,009
+3% +$78.7K 1.3% 19
2026
Q1 		$2.99M Buy
+38,109
New +$3M 1.46% 16
2025
Q3 		$2.77M Buy
35,073
+83
+0.2% +$6.53K 1.29% 20
2025
Q2 		$2.75M Buy
34,990
+934
+3% +$73K 1.35% 20
2025
Q1 		$2.67M Buy
34,056
+1,944
+6% +$151K 1.5% 17
2024
Q4 		$2.48M Buy
32,112
+437
+1% +$33.9K 1.47% 17
2024
Q3 		$2.49M Buy
31,675
+2,081
+7% +$162K 1.46% 16
2024
Q2 		$2.27M Buy
29,594
+921
+3% +$70.3K 1.2% 22
2024
Q1 		$2.2M Buy
28,673
+4,321
+18% +$331K 1.19% 24
2023
Q4 		$1.88M Buy
24,352
+1,851
+8% +$140K 1.24% 21
2023
Q3 		$1.69M Sell
22,501
-750
-3% -$56.5K 1.3% 15
2023
Q2 		$1.76M Buy
23,251
+4,145
+22% +$316K 1.2% 18
2023
Q1 		$1.46M Buy
19,106
+662
+4% +$50.2K 1.29% 19
2022
Q4 		$1.39M Buy
18,444
+448
+2% +$33.6K 1.2% 22
2022
Q3 		$1.35M Buy
17,996
+531
+3% +$40.6K 1.53% 20
2022
Q2 		$1.34M Buy
17,465
+513
+3% +$39.5K 1.36% 22
2022
Q1 		$1.32M Buy
16,952
+1,274
+8% +$101K 1.25% 21
2021
Q4 		$1.27M Buy
+15,678
New +$1.28M 1.24% 18

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
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Aletheian Wealth Advisors's BSV Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.6% in Q2 2026, buying an estimated $78.7K and bringing the position to 39,118 shares worth $3.05M. The position accounts for 1.3% of the portfolio, ranked #19.

Aletheian Wealth Advisors first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Aletheian Wealth Advisors held 39,118 shares of Vanguard Short-Term Bond ETF worth $3.05M as of Q2 2026.
  • Aletheian Wealth Advisors bought 1,009 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $78.7K.
  • Vanguard Short-Term Bond ETF made up 1.3% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.