Andrews Lucia Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Andrews Lucia 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	$779K	Sell	10,001 -632	-6%	-$49.3K	0.41%	23
2026 Q1	$834K	Sell	10,633 -104	-1%	-$8.19K	0.5%	19
2025 Q4	$846K	Sell	10,737 -1,678	-14%	-$132K	0.5%	19
2025 Q3	$980K	Sell	12,415 -43	-0.3%	-$3.38K	0.59%	15
2025 Q2	$980K	Sell	12,458 -321	-3%	-$25.1K	0.64%	15
2025 Q1	$987K	Sell	12,779 -272	-2%	-$21.1K	0.66%	15
2024 Q4	$1.03M	Sell	13,051 -383	-3%	-$29.7K	0.69%	15
2024 Q3	$1.03M	Sell	13,434 -1,338	-9%	-$104K	0.73%	15
2024 Q2	$1.13M	Hold	14,772	–	–	0.79%	15
2024 Q1	$1.13M	Sell	14,772 -631	-4%	-$48.4K	0.81%	14
2023 Q4	$1.19M	Sell	15,403 -204	-1%	-$15.4K	0.92%	13
2023 Q3	$1.17M	Sell	15,607 -524	-3%	-$39.5K	1.01%	13
2023 Q2	$1.22M	Sell	16,131 -2,208	-12%	-$168K	1.01%	13
2023 Q1	$1.4M	Sell	18,339 -370	-2%	-$28K	1.24%	12
2022 Q4	$1.41M	Sell	18,709 -1,120	-6%	-$84K	1.31%	11
2022 Q3	$1.48M	Sell	19,829 -3,564	-15%	-$272K	1.56%	10
2022 Q2	$1.82M	Buy	23,393 +1,315	+6%	+$101K	1.72%	9
2022 Q1	$1.78M	Hold	22,078	–	–	1.6%	10
2021 Q4	$1.78M	Buy	+22,078	New	+$1.8M	1.62%	10

Other funds holding BSV

SFA

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Andrews Lucia Wealth Management's BSV Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.9% in Q2 2026, selling an estimated $49.3K and leaving 10,001 shares worth $779K. The position accounts for 0.41% of the portfolio, ranked #23.

Andrews Lucia Wealth Management first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q2 2022. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Andrews Lucia Wealth Management held 10,001 shares of Vanguard Short-Term Bond ETF worth $779K as of Q2 2026.
Andrews Lucia Wealth Management sold 632 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $49.3K.
Vanguard Short-Term Bond ETF made up 0.41% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #23 holding.
Andrews Lucia Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Andrews Lucia Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.82M in Q2 2022.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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