Armbruster Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Armbruster Capital Management’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	$455K	Sell	5,962 -5,125	-46%	-$396K	0.07%	92
2026 Q2	$864K	Hold	11,087	–	–	0.13%	65
2026 Q1	$869K	Buy	11,087 +4,875	+78%	+$384K	0.14%	65
2025 Q4	$490K	Sell	6,212 -75	-1%	-$5.92K	0.08%	91
2025 Q3	$496K	Hold	6,287	–	–	0.08%	89
2025 Q2	$495K	Sell	6,287 -130	-2%	-$10.2K	0.09%	84
2025 Q1	$502K	Buy	+6,417	New	+$498K	0.1%	84
2023 Q3	–	Sell	-2,782	Closed	-$210K	–	102
2023 Q2	$210K	Sell	2,782 -65	-2%	-$4.95K	0.05%	101
2023 Q1	$218K	Sell	2,847 -1,124	-28%	-$85.2K	0.06%	100
2022 Q4	$299K	Sell	3,971 -975	-20%	-$73.1K	0.08%	85
2022 Q3	$370K	Sell	4,946 -152	-3%	-$11.6K	0.11%	83
2022 Q2	$391K	Sell	5,098 -330	-6%	-$25.4K	0.11%	79
2022 Q1	$423K	Sell	5,428 -7,634	-58%	-$606K	0.1%	85
2021 Q4	$1.06M	Sell	13,062 -49,059	-79%	-$3.99M	0.24%	58
2021 Q3	$5.09M	Sell	62,121 -2,762	-4%	-$227K	1.45%	22
2021 Q2	$5.33M	Buy	64,883 +8,088	+14%	+$665K	1.5%	22
2021 Q1	$4.67M	Buy	56,795 +24,771	+77%	+$2.04M	1.38%	24
2020 Q4	$2.66M	Buy	32,024 +24,869	+348%	+$2.06M	0.89%	27
2020 Q3	$594K	Buy	7,155 +2,081	+41%	+$173K	0.23%	41
2020 Q2	$422K	Buy	+5,074	New	+$420K	0.17%	47
2018 Q2	–	Sell	-80	Closed	-$6K	–	89
2018 Q1	$6K	Sell	80 -203	-72%	-$16K	﹤0.01%	191
2017 Q4	$22K	Buy	283 +203	+254%	+$16.1K	0.01%	172
2017 Q3	$6K	Hold	80	–	–	﹤0.01%	211
2017 Q2	$6K	Hold	80	–	–	﹤0.01%	231
2017 Q1	$6K	Buy	80 +5	+7%	+$398	﹤0.01%	227
2016 Q4	$6K	Hold	75	–	–	﹤0.01%	234
2016 Q3	$6K	Buy	75 +45	+150%	+$3.64K	﹤0.01%	228
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	268
2016 Q1	$2K	Sell	30 -45	-60%	-$3.61K	﹤0.01%	283
2015 Q4	$6K	Buy	+75	New	+$6K	0.01%	250

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Armbruster Capital Management's BSV Position: Q3 2026 in Review

Armbruster Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 46% in Q3 2026, selling an estimated $396K and leaving 5,962 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #92.

Armbruster Capital Management first reported a position in BSV in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.33M in Q2 2021. 1,100 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Armbruster Capital Management held 5,962 shares of Vanguard Short-Term Bond ETF worth $455K as of Q3 2026.
Armbruster Capital Management sold 5,125 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $396K.
Vanguard Short-Term Bond ETF made up 0.07% of Armbruster Capital Management's portfolio in Q3 2026, its #92 holding.
Armbruster Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 30 quarters since.
Armbruster Capital Management's Vanguard Short-Term Bond ETF position peaked at $5.33M in Q2 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.