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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
25,455
+4,691
+23% +$367K 0.89% 21
2025
Q1
$1.63M Buy
+20,764
New +$1.61M 0.79% 19

Other funds holding BSV

Benchmark Wealth Management's BSV Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 23% in Q2 2025, buying an estimated $367K and bringing the position to 25,455 shares worth $2M. The position accounts for 0.89% of the portfolio, ranked #21.

Benchmark Wealth Management first reported a position in BSV in Q1 2025 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Benchmark Wealth Management held 25,455 shares of Vanguard Short-Term Bond ETF worth $2M as of Q2 2025.
  • Benchmark Wealth Management bought 4,691 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $367K.
  • Vanguard Short-Term Bond ETF made up 0.89% of Benchmark Wealth Management's portfolio in Q2 2025, its #21 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.