Arcadia Wealth Management (New Hampshire)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$9.67M	Buy	124,115 +8,544	+7%	+$667K	3.04%	11
2026 Q1	$9.06M	Buy	115,571 +6,383	+6%	+$503K	3.28%	10
2025 Q4	$8.61M	Buy	109,188 +1,080	+1%	+$85.2K	3.2%	10
2025 Q3	$8.53M	Sell	108,108 -60	-0.1%	-$4.72K	3.38%	10
2025 Q2	$8.51M	Buy	108,168 +5,698	+6%	+$445K	3.72%	10
2025 Q1	$8.02M	Buy	102,470 +7,884	+8%	+$612K	3.96%	10
2024 Q4	$7.31M	Buy	94,586 +5,074	+6%	+$394K	3.7%	9
2024 Q3	$7.04M	Buy	89,512 +9,732	+12%	+$758K	3.71%	8
2024 Q2	$6.12M	Buy	79,780 +14,694	+23%	+$1.12M	3.49%	9
2024 Q1	$4.99M	Buy	65,086 +7,458	+13%	+$572K	3.07%	9
2023 Q4	$4.44M	Buy	57,628 +5,882	+11%	+$445K	3.08%	9
2023 Q3	$3.89M	Buy	51,746 +5,216	+11%	+$393K	3.03%	10
2023 Q2	$3.52M	Buy	+46,530	New	+$3.55M	2.59%	11

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

Arcadia Wealth Management (New Hampshire)'s BSV Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.4% in Q2 2026, buying an estimated $667K and bringing the position to 124,115 shares worth $9.67M. The position accounts for 3.04% of the portfolio, ranked #11.

Arcadia Wealth Management (New Hampshire) first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 124,115 shares of Vanguard Short-Term Bond ETF worth $9.67M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 8,544 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $667K.
Vanguard Short-Term Bond ETF made up 3.04% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #11 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.