Arbor Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arbor Investment Advisors’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	$52.6M	Buy	675,069 +46,222	+7%	+$3.61M	5.95%	5
2026 Q1	$49.3M	Buy	628,847 +14,154	+2%	+$1.11M	6.42%	5
2025 Q4	$48.4M	Buy	614,693 +7,296	+1%	+$576K	6.37%	5
2025 Q3	$47.9M	Buy	607,397 +1,558	+0.3%	+$123K	6.08%	5
2025 Q2	$47.7M	Buy	605,839 +5,706	+1%	+$446K	6.11%	5
2025 Q1	$47M	Buy	600,133 +26,311	+5%	+$2.04M	6.38%	5
2024 Q4	$44.3M	Buy	573,822 +21,038	+4%	+$1.63M	6.22%	5
2024 Q3	$43.5M	Buy	552,784 +20,049	+4%	+$1.56M	5.76%	5
2024 Q2	$40.9M	Buy	532,735 +43,684	+9%	+$3.33M	5.98%	5
2024 Q1	$37.5M	Buy	489,051 +37,586	+8%	+$2.88M	5.49%	5
2023 Q4	$34.8M	Buy	451,465 +21,068	+5%	+$1.59M	5.44%	5
2023 Q3	$32.4M	Buy	430,397 +228,265	+113%	+$17.2M	5.65%	5
2023 Q2	$15.3M	Buy	202,132 +6,689	+3%	+$510K	2.69%	10
2023 Q1	$14.9M	Buy	195,443 +11,424	+6%	+$866K	2.75%	10
2022 Q4	$13.9M	Buy	184,019 +18,546	+11%	+$1.39M	2.84%	9
2022 Q3	$12.4M	Sell	165,473 -21,502	-11%	-$1.64M	3%	10
2022 Q2	$14.4M	Buy	186,975 +2,867	+2%	+$221K	3.07%	9
2022 Q1	$14.3M	Sell	184,108 -887	-0.5%	-$70.4K	2.74%	10
2021 Q4	$15M	Buy	184,995 +28,005	+18%	+$2.28M	2.79%	10
2021 Q3	$12.9M	Buy	156,990 +87,331	+125%	+$7.18M	2.59%	10
2021 Q2	$5.72M	Sell	69,659 -29,899	-30%	-$2.46M	1.21%	15
2021 Q1	$8.18M	Sell	99,558 -15,923	-14%	-$1.31M	1.84%	11
2020 Q4	$9.57M	Buy	115,481 +1,599	+1%	+$132K	2.19%	12
2020 Q3	$9.46M	Sell	113,882 -4,498	-4%	-$374K	2.47%	11
2020 Q2	$9.84M	Sell	118,380 -72,683	-38%	-$6.01M	2.71%	11
2020 Q1	$15.7M	Buy	191,063 +234	+0.1%	+$19K	5.19%	8
2019 Q4	$15.4M	Buy	190,829 +4,634	+2%	+$374K	4.34%	8
2019 Q3	$15M	Buy	186,195 +12,482	+7%	+$1.01M	4.57%	8
2019 Q2	$14M	Buy	173,713 +10,396	+6%	+$829K	4.38%	8
2019 Q1	$13M	Buy	163,317 +11,617	+8%	+$917K	4.14%	8
2018 Q4	$11.9M	Buy	151,700 +33,257	+28%	+$2.59M	4.34%	8
2018 Q3	$9.24M	Buy	118,443 +17,124	+17%	+$1.34M	3.43%	8
2018 Q2	$7.92M	Buy	101,319 +63,168	+166%	+$4.94M	3.13%	8
2018 Q1	$2.99M	Buy	+38,151	New	+$3M	1.25%	13

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

Arbor Investment Advisors's BSV Position: Q2 2026 in Review

Arbor Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.4% in Q2 2026, buying an estimated $3.61M and bringing the position to 675,069 shares worth $52.6M. The position accounts for 5.95% of the portfolio, ranked #5.

Arbor Investment Advisors first reported a position in BSV in Q1 2018 and has held it in 34 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Arbor Investment Advisors held 675,069 shares of Vanguard Short-Term Bond ETF worth $52.6M as of Q2 2026.
Arbor Investment Advisors bought 46,222 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.61M.
Vanguard Short-Term Bond ETF made up 5.95% of Arbor Investment Advisors's portfolio in Q2 2026, its #5 holding.
Arbor Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 34 quarters since.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.