AC
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Apella Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Apella Capital’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 		$123M Sell
1,579,884
-76,098
-5% -$5.94M 1.73% 10
2026
Q1 		$130M Sell
1,655,982
-5,592
-0.3% -$440K 1.93% 10
2025
Q4 		$131M Buy
1,661,574
+148,884
+10% +$11.7M 2.59% 5
2025
Q3 		$120M Sell
1,512,690
-109,037
-7% -$8.57M 2.67% 6
2025
Q2 		$127M Sell
1,621,727
-76,894
-5% -$6.01M 3.44% 4
2025
Q1 		$133M Sell
1,698,621
-117,230
-6% -$9.1M 4.55% 2
2024
Q4 		$140M Sell
1,815,851
-67,309
-4% -$5.22M 5.38% 2
2024
Q3 		$148M Buy
1,883,160
+113,824
+6% +$8.87M 6.08% 2
2024
Q2 		$136M Buy
1,769,336
+123,771
+8% +$9.44M 6.08% 2
2024
Q1 		$126M Buy
1,645,565
+254,520
+18% +$19.5M 6.34% 2
2023
Q4 		$107M Buy
1,391,045
+233,681
+20% +$17.7M 5.95% 2
2023
Q3 		$87M Buy
1,157,364
+54,800
+5% +$4.13M 6.15% 2
2023
Q2 		$83.3M Buy
+1,102,564
New +$84M 5.93% 3
2022
Q4 		$58.2M Buy
773,169
+190,547
+33% +$14.3M 5.31% 3
2022
Q3 		$43.6M Buy
582,622
+178,273
+44% +$13.6M 5.07% 4
2022
Q2 		$31.1M Buy
404,349
+34,941
+9% +$2.69M 3.71% 6
2022
Q1 		$28.8M Buy
369,408
+28,475
+8% +$2.26M 4.05% 6
2021
Q4 		$27.6M Buy
340,933
+38,868
+13% +$3.16M 3.51% 6
2021
Q3 		$24.8M Buy
302,065
+50,546
+20% +$4.15M 3.56% 6
2021
Q2 		$20.7M Buy
251,519
+71,157
+39% +$5.85M 3.39% 4
2021
Q1 		$14.8M Buy
180,362
+34,394
+24% +$2.84M 4.67% 3
2020
Q4 		$12.1M Buy
145,968
+49,429
+51% +$4.1M 4.25% 5
2020
Q3 		$8.02M Buy
96,539
+23,670
+32% +$1.97M 3.22% 6
2020
Q2 		$6.06M Buy
72,869
+11,622
+19% +$961K 2.82% 7
2020
Q1 		$5.03M Buy
+61,247
New +$4.97M 2.94% 7

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apella Capital's BSV Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.6% in Q2 2026, selling an estimated $5.94M and leaving 1,579,884 shares worth $123M. The position accounts for 1.73% of the portfolio, ranked #10.

Apella Capital first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $148M in Q3 2024. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Apella Capital held 1,579,884 shares of Vanguard Short-Term Bond ETF worth $123M as of Q2 2026.
  • Apella Capital sold 76,098 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.94M.
  • Vanguard Short-Term Bond ETF made up 1.73% of Apella Capital's portfolio in Q2 2026, its #10 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard Short-Term Bond ETF position peaked at $148M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.