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 Q3	$3.74M	Buy	48,972 +2,569	+6%	+$199K	2.33%	9
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Arbor Wealth Advisors's BSV Position: Q3 2026 in Review

Arbor Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q3 2026, buying an estimated $199K and bringing the position to 48,972 shares worth $3.74M. The position accounts for 2.33% of the portfolio, ranked #9.

Arbor Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 12 quarters since. 518 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Arbor Wealth Advisors held 48,972 shares of Vanguard Short-Term Bond ETF worth $3.74M as of Q3 2026.
Arbor Wealth Advisors bought 2,569 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $199K.
Vanguard Short-Term Bond ETF made up 2.33% of Arbor Wealth Advisors's portfolio in Q3 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 12 quarters since.
518 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.