Amicus Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
13,337
+884
+7% +$69K 0.26% 41
2026
Q1
$976K Buy
12,453
+1,528
+14% +$120K 0.27% 38
2025
Q4
$861K Buy
+10,925
New +$862K 0.24% 39

Other funds holding BSV

Amicus Financial Advisors's BSV Position: Q2 2026 in Review

Amicus Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.1% in Q2 2026, buying an estimated $69K and bringing the position to 13,337 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #41.

Amicus Financial Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Amicus Financial Advisors held 13,337 shares of Vanguard Short-Term Bond ETF worth $1.04M as of Q2 2026.
  • Amicus Financial Advisors bought 884 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $69K.
  • Vanguard Short-Term Bond ETF made up 0.26% of Amicus Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Amicus Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.