Beacon Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beacon Investment Advisory Services’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	$711K	Hold	9,129	–	–	0.03%	158
2026 Q1	$716K	Sell	9,129 -399	-4%	-$31.4K	0.03%	157
2025 Q4	$751K	Buy	9,528 +307	+3%	+$24.2K	0.03%	145
2025 Q3	$728K	Buy	9,221 +557	+6%	+$43.8K	0.03%	149
2025 Q2	$682K	Hold	8,664	–	–	0.03%	150
2025 Q1	$678K	Hold	8,664	–	–	0.03%	149
2024 Q4	$669K	Hold	8,664	–	–	0.03%	155
2024 Q3	$682K	Sell	8,664 -399	-4%	-$31.1K	0.03%	157
2024 Q2	$695K	Buy	9,063 +298	+3%	+$22.7K	0.03%	158
2024 Q1	$672K	Buy	8,765 +101	+1%	+$7.75K	0.03%	162
2023 Q4	$667K	Sell	8,664 -352	-4%	-$26.6K	0.03%	164
2023 Q3	$678K	Sell	9,016 -350	-4%	-$26.4K	0.03%	169
2023 Q2	$708K	Sell	9,366 -800	-8%	-$61K	0.03%	171
2023 Q1	$778K	Sell	10,166 -26	-0.3%	-$1.97K	0.04%	160
2022 Q4	$767K	Sell	10,192 -67	-0.7%	-$5.03K	0.04%	160
2022 Q3	$768K	Sell	10,259 -89	-0.9%	-$6.8K	0.04%	158
2022 Q2	$795K	Sell	10,348 -464	-4%	-$35.7K	0.04%	165
2022 Q1	$842K	Sell	10,812 -165	-2%	-$13.1K	0.04%	174
2021 Q4	$887K	Buy	10,977 +5,334	+95%	+$434K	0.03%	174
2021 Q3	$462K	Sell	5,643 -216	-4%	-$17.8K	0.02%	210
2021 Q2	$481K	Buy	5,859 +684	+13%	+$56.3K	0.02%	210
2021 Q1	$425K	Sell	5,175 -1,309	-20%	-$108K	0.02%	217
2020 Q4	$538K	Buy	6,484 +265	+4%	+$22K	0.02%	183
2020 Q3	$516K	Sell	6,219 -2,489	-29%	-$207K	0.03%	172
2020 Q2	$724K	Sell	8,708 -379	-4%	-$31.3K	0.04%	151
2020 Q1	$747K	Sell	9,087 -422	-4%	-$34.3K	0.05%	143
2019 Q4	$767K	Sell	9,509 -299	-3%	-$24.1K	0.04%	155
2019 Q3	$792K	Sell	9,808 -1,282	-12%	-$103K	0.08%	127
2019 Q2	$893K	Sell	11,090 -2,105	-16%	-$168K	0.09%	113
2019 Q1	$1.05M	Sell	13,195 -2,664	-17%	-$210K	0.11%	111
2018 Q4	$1.25M	Sell	15,859 -6,610	-29%	-$515K	0.14%	107
2018 Q3	$1.75M	Sell	22,469 -892	-4%	-$69.7K	0.17%	96
2018 Q2	$1.83M	Sell	23,361 -11,590	-33%	-$905K	0.18%	95
2018 Q1	$2.74M	Sell	34,951 -9,016	-21%	-$708K	0.28%	86
2017 Q4	$3.48M	Sell	43,967 -22,532	-34%	-$1.79M	0.37%	74
2017 Q3	$5.31M	Buy	66,499 +50,206	+308%	+$4.01M	0.46%	63
2017 Q2	$1.3M	Sell	16,293 -3,295	-17%	-$263K	0.23%	16
2017 Q1	$1.56M	Buy	19,588 +2,571	+15%	+$205K	0.3%	12
2016 Q4	$1.35M	Buy	17,017 +313	+2%	+$25K	0.26%	11
2016 Q3	$1.35M	Buy	16,704 +216	+1%	+$17.5K	0.3%	10
2016 Q2	$1.34M	Buy	+16,488	New	+$1.33M	0.29%	10

Other funds holding BSV

SFA

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Beacon Investment Advisory Services's BSV Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 9,129 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #158.

Beacon Investment Advisory Services first reported a position in BSV in Q2 2016 and has held it in 41 quarters since. The position peaked at $5.31M in Q3 2017. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Beacon Investment Advisory Services held 9,129 shares of Vanguard Short-Term Bond ETF worth $711K as of Q2 2026.
Beacon Investment Advisory Services left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #158 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and has held it in 41 quarters since.
Beacon Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $5.31M in Q3 2017.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.