Brookmont Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brookmont Capital 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	$554K	Sell	7,108 -1,083	-13%	-$84.5K	0.3%	47
2026 Q1	$642K	Buy	8,191 +1,019	+14%	+$80.2K	0.36%	43
2025 Q4	$565K	Buy	7,172 +24	+0.3%	+$1.89K	0.33%	43
2025 Q3	$564K	Sell	7,148 -1,859	-21%	-$146K	0.31%	42
2025 Q2	$709K	Buy	9,007 +6	+0.1%	+$469	0.41%	41
2025 Q1	$705K	Sell	9,001 -437	-5%	-$33.9K	0.4%	41
2024 Q4	$729K	Buy	9,438 +3,151	+50%	+$245K	0.39%	41
2024 Q3	$495K	Buy	6,287 +125	+2%	+$9.74K	0.25%	43
2024 Q2	$473K	Buy	6,162 +3,418	+125%	+$261K	0.26%	43
2024 Q1	$210K	Sell	2,744 -566	-17%	-$43.4K	0.11%	49
2023 Q4	$255K	Sell	3,310 -57	-2%	-$4.32K	0.14%	45
2023 Q3	$253K	Buy	3,367 +8	+0.2%	+$603	0.16%	45
2023 Q2	$254K	Sell	3,359 -51	-1%	-$3.89K	0.15%	45
2023 Q1	$261K	Sell	3,410 -18	-0.5%	-$1.36K	0.16%	44
2022 Q4	$258K	Sell	3,428 -184	-5%	-$13.8K	0.16%	44
2022 Q3	$270K	Sell	3,612 -2	-0.1%	-$153	0.19%	43
2022 Q2	$278K	Hold	3,614	–	–	0.19%	44
2022 Q1	$282K	Sell	3,614 -2	-0.1%	-$159	0.17%	47
2021 Q4	$292K	Buy	3,616 +1,016	+39%	+$82.6K	0.15%	48
2021 Q3	$213K	Hold	2,600	–	–	0.13%	51
2021 Q2	$214K	Buy	+2,600	New	+$214K	0.13%	51
2016 Q3	–	Sell	-2,970	Closed	-$241K	–	52
2016 Q2	$241K	Buy	2,970 +110	+4%	+$8.87K	0.09%	52
2016 Q1	$231K	Sell	2,860 -6	-0.2%	-$481	0.07%	53
2015 Q4	$228K	Buy	2,866 +232	+9%	+$18.6K	0.06%	55
2015 Q3	$212K	Buy	+2,634	New	+$211K	0.06%	57
2015 Q2	–	Sell	-2,829	Closed	-$228K	–	60
2015 Q1	$228K	Buy	+2,829	New	+$227K	0.06%	60
2014 Q4	–	Sell	-2,708	Closed	-$217K	–	59
2014 Q3	$217K	Buy	2,708 +38	+1%	+$3.05K	0.06%	45
2014 Q2	$215K	Buy	2,670 +83	+3%	+$6.66K	0.05%	43
2014 Q1	$207K	Sell	2,587 -28	-1%	-$2.25K	0.06%	43
2013 Q4	$209K	Sell	2,615 -25	-0.9%	-$2.01K	0.06%	43
2013 Q3	$212K	Buy	2,640 +62	+2%	+$4.97K	0.07%	42
2013 Q2	$206K	Buy	+2,578	New	+$208K	0.09%	42

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

Brookmont Capital Management's BSV Position: Q2 2026 in Review

Brookmont Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, selling an estimated $84.5K and leaving 7,108 shares worth $554K. The position accounts for 0.3% of the portfolio, ranked #47.

Brookmont Capital Management first reported a position in BSV in Q2 2013 and has held it in 32 quarters since. The position peaked at $729K in Q4 2024. 676 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Brookmont Capital Management held 7,108 shares of Vanguard Short-Term Bond ETF worth $554K as of Q2 2026.
Brookmont Capital Management sold 1,083 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $84.5K.
Vanguard Short-Term Bond ETF made up 0.3% of Brookmont Capital Management's portfolio in Q2 2026, its #47 holding.
Brookmont Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 32 quarters since.
Brookmont Capital Management's Vanguard Short-Term Bond ETF position peaked at $729K in Q4 2024.
676 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.