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Arlington Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arlington Trust’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 		$8.56K Buy
112
+10
+10% +$773 ﹤0.01% 569
2026
Q2 		$7.95K Buy
+102
New +$7.96K ﹤0.01% 501
2024
Q1 		– Sell
-891
Closed -$68.6K – 538
2023
Q4 		$68.6K Buy
+891
New +$67.4K 0.02% 257

Other funds holding BSV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Arlington Trust's BSV Position: Q3 2026 in Review

Arlington Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.8% in Q3 2026, buying an estimated $773 and bringing the position to 112 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Arlington Trust first reported a position in BSV in Q4 2023 and has held it in 3 quarters since. The position peaked at $68.6K in Q4 2023. 573 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Arlington Trust held 112 shares of Vanguard Short-Term Bond ETF worth $8.56K as of Q3 2026.
  • Arlington Trust bought 10 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $773.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #569 holding.
  • Arlington Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Arlington Trust's Vanguard Short-Term Bond ETF position peaked at $68.6K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.