BHWM
BSV icon

Bar Harbor Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bar Harbor Wealth 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
Q2 		$388K Hold
4,979
– – 0.02% 201
2026
Q1 		$390K Hold
4,979
– – 0.02% 200
2025
Q4 		$392K Buy
+4,979
New +$393K 0.02% 202

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Bar Harbor Wealth Management's BSV Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,979 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #201.

Bar Harbor Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Bar Harbor Wealth Management held 4,979 shares of Vanguard Short-Term Bond ETF worth $388K as of Q2 2026.
  • Bar Harbor Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Bar Harbor Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bar Harbor Wealth Management's Vanguard Short-Term Bond ETF position peaked at $392K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.