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

Arbor Wealth 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 		$3.62M Buy
46,403
+6,100
+15% +$476K 2.21% 9
2026
Q1 		$3.16M Buy
40,303
+5,075
+14% +$400K 2.22% 10
2025
Q4 		$2.78M Sell
35,228
-145
-0.4% -$11.4K 1.98% 12
2025
Q3 		$2.79M Buy
35,373
+2,705
+8% +$213K 2.08% 10
2025
Q2 		$2.57M Buy
32,668
+1,215
+4% +$95K 2.09% 10
2025
Q1 		$2.46M Buy
31,453
+4,429
+16% +$344K 2.2% 10
2024
Q4 		$2.09M Buy
27,024
+5,195
+24% +$403K 1.86% 11
2024
Q3 		$1.72M Sell
21,829
-4,300
-16% -$335K 1.55% 12
2024
Q2 		$2M Sell
26,129
-3,740
-13% -$285K 1.98% 9
2024
Q1 		$2.29M Buy
29,869
+1,040
+4% +$79.8K 2.16% 10
2023
Q4 		$2.22M Buy
+28,829
New +$2.18M 2.28% 9

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

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

Arbor Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, buying an estimated $476K and bringing the position to 46,403 shares worth $3.62M. The position accounts for 2.21% of the portfolio, ranked #9.

Arbor Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Arbor Wealth Advisors held 46,403 shares of Vanguard Short-Term Bond ETF worth $3.62M as of Q2 2026.
  • Arbor Wealth Advisors bought 6,100 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $476K.
  • Vanguard Short-Term Bond ETF made up 2.21% of Arbor Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Arbor Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.