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

Alpha Omega 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 Q2	$2.76M	Buy	35,461 +48	+0.1%	+$3.75K	0.42%	75
2026 Q1	$2.78M	Sell	35,413 -419	-1%	-$33K	0.45%	70
2025 Q4	$2.82M	Sell	35,832 -92	-0.3%	-$7.26K	0.47%	66
2025 Q3	$2.83M	Buy	35,924 +98	+0.3%	+$7.71K	0.47%	67
2025 Q2	$2.82M	Buy	35,826 +159	+0.4%	+$12.4K	0.5%	62
2025 Q1	$2.79M	Sell	35,667 -2,315	-6%	-$180K	0.53%	61
2024 Q4	$2.93M	Sell	37,982 -2,395	-6%	-$186K	0.56%	63
2024 Q3	$3.18M	Buy	40,377 +332	+0.8%	+$25.9K	0.58%	58
2024 Q2	$3.07M	Buy	40,045 +185	+0.5%	+$14.1K	0.59%	59
2024 Q1	$3.06M	Sell	39,860 -344	-0.9%	-$26.4K	0.57%	57
2023 Q4	$3.1M	Buy	40,204 +72	+0.2%	+$5.45K	0.51%	54
2023 Q3	$3.02M	Buy	40,132 +88	+0.2%	+$6.63K	0.52%	55
2023 Q2	$3.03M	Sell	40,044 -2,218	-5%	-$169K	0.51%	55
2023 Q1	$3.23M	Sell	42,262 -339	-0.8%	-$25.7K	0.56%	53
2022 Q4	$3.21M	Sell	42,601 -5,778	-12%	-$433K	0.57%	53
2022 Q3	$3.62M	Sell	48,379 -1,547	-3%	-$118K	0.69%	42
2022 Q2	$3.83M	Sell	49,926 -3,056	-6%	-$235K	0.68%	45
2022 Q1	$4.13M	Buy	52,982 +1,103	+2%	+$87.6K	0.65%	45
2021 Q4	$4.17M	Buy	51,879 +2,627	+5%	+$214K	0.64%	42
2021 Q3	$4.04M	Buy	49,252 +9,525	+24%	+$783K	0.66%	42
2021 Q2	$3.26M	Buy	39,727 +9,734	+32%	+$801K	0.54%	54
2021 Q1	$2.46M	Buy	29,993 +19,974	+199%	+$1.65M	0.43%	72
2020 Q4	$831K	Buy	10,019 +6,061	+153%	+$502K	0.14%	110
2020 Q3	$329K	Hold	3,958	–	–	0.05%	159
2020 Q2	$329K	Hold	3,958	–	–	0.05%	154
2020 Q1	$325K	Buy	3,958 +172	+5%	+$14K	0.06%	145
2019 Q4	$305K	Buy	3,786 +123	+3%	+$9.93K	0.05%	169
2019 Q3	$295K	Hold	3,663	–	–	0.05%	172
2019 Q2	$295K	Sell	3,663 -230	-6%	-$18.3K	0.13%	112
2019 Q1	$310K	Buy	3,893 +554	+17%	+$43.7K	0.14%	107
2018 Q4	$262K	Buy	3,339 +376	+13%	+$29.3K	0.13%	107
2018 Q3	$231K	Buy	2,963 +2,733	+1,188%	+$214K	0.1%	116
2018 Q2	$18K	Buy	230 +30	+15%	+$2.34K	0.01%	324
2018 Q1	$16K	Hold	200	–	–	0.01%	310
2017 Q4	$16K	Hold	200	–	–	0.01%	310
2017 Q3	$16K	Hold	200	–	–	0.01%	311
2017 Q2	$16K	Hold	200	–	–	0.01%	305
2017 Q1	$16K	Hold	200	–	–	0.01%	305
2016 Q4	$16K	Buy	+200	New	+$16K	0.01%	307

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Alpha Omega Wealth Management's BSV Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.14% in Q2 2026, buying an estimated $3.75K and bringing the position to 35,461 shares worth $2.76M. The position accounts for 0.42% of the portfolio, ranked #75.

Alpha Omega Wealth Management first reported a position in BSV in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.17M in Q4 2021. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Alpha Omega Wealth Management held 35,461 shares of Vanguard Short-Term Bond ETF worth $2.76M as of Q2 2026.
Alpha Omega Wealth Management bought 48 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.75K.
Vanguard Short-Term Bond ETF made up 0.42% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #75 holding.
Alpha Omega Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
Alpha Omega Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.17M in Q4 2021.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.