Ballast Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Ballast Financial Advisors's BSV Position: Q2 2026 in Review
Ballast Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 9,286 shares worth $723K. The position accounts for 0.66% of the portfolio, ranked #35.
Ballast Financial Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Ballast Financial Advisors held 9,286 shares of Vanguard Short-Term Bond ETF worth $723K as of Q2 2026.
- Ballast Financial Advisors bought 278 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $21.7K.
- Vanguard Short-Term Bond ETF made up 0.66% of Ballast Financial Advisors's portfolio in Q2 2026, its #35 holding.
- Ballast Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.