Atlas Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atlas Wealth Partners’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	$209K	Hold	2,686	–	–	0.23%	60
2026 Q1	$211K	Hold	2,686	–	–	0.22%	62
2025 Q4	$212K	Sell	2,686 -25	-0.9%	-$1.97K	0.23%	61
2025 Q3	$214K	Sell	2,711 -715	-21%	-$56.2K	0.22%	56
2025 Q2	$270K	Hold	3,426	–	–	0.31%	41
2025 Q1	$268K	Hold	3,426	–	–	0.33%	40
2024 Q4	$265K	Hold	3,426	–	–	0.34%	39
2024 Q3	$270K	Buy	+3,426	New	+$267K	0.41%	37
2023 Q3	–	Sell	-3,426	Closed	-$259K	–	19
2023 Q2	$259K	Buy	+3,426	New	+$261K	0.75%	29

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Atlas Wealth Partners's BSV Position: Q2 2026 in Review

Atlas Wealth Partners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 2,686 shares worth $209K. The position accounts for 0.23% of the portfolio, ranked #60.

Atlas Wealth Partners first reported a position in BSV in Q2 2023 and has held it in 9 quarters since. The position peaked at $270K in Q2 2025. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Atlas Wealth Partners held 2,686 shares of Vanguard Short-Term Bond ETF worth $209K as of Q2 2026.
Atlas Wealth Partners left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.23% of Atlas Wealth Partners's portfolio in Q2 2026, its #60 holding.
Atlas Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 9 quarters since.
Atlas Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $270K in Q2 2025.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.