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Allodium Investment Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Allodium Investment Consultants’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 		$2.91M Buy
37,413
+1,886
+5% +$147K 1.24% 23
2026
Q1 		$2.79M Buy
35,527
+7,974
+29% +$628K 1.33% 21
2025
Q4 		$2.17M Buy
27,553
+4,135
+18% +$326K 1.1% 24
2025
Q3 		$1.85M Buy
23,418
+2,419
+12% +$190K 1.04% 24
2025
Q2 		$1.65M Buy
20,999
+291
+1% +$22.8K 1.05% 22
2025
Q1 		$1.62M Buy
20,708
+530
+3% +$41.1K 1.2% 22
2024
Q4 		$1.56M Buy
+20,178
New +$1.57M 1.3% 23

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Allodium Investment Consultants's BSV Position: Q2 2026 in Review

Allodium Investment Consultants increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.3% in Q2 2026, buying an estimated $147K and bringing the position to 37,413 shares worth $2.91M. The position accounts for 1.24% of the portfolio, ranked #23.

Allodium Investment Consultants first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Allodium Investment Consultants held 37,413 shares of Vanguard Short-Term Bond ETF worth $2.91M as of Q2 2026.
  • Allodium Investment Consultants bought 1,886 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Short-Term Bond ETF made up 1.24% of Allodium Investment Consultants's portfolio in Q2 2026, its #23 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.