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

Brookstone 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 		$17.7M Buy
227,554
+33,555
+17% +$2.62M 0.18% 141
2026
Q1 		$15.2M Buy
193,999
+8,507
+5% +$670K 0.17% 146
2025
Q4 		$14.6M Sell
185,492
-402
-0.2% -$31.7K 0.17% 147
2025
Q3 		$14.7M Buy
185,894
+2,003
+1% +$158K 0.18% 141
2025
Q2 		$14.5M Buy
183,891
+13,781
+8% +$1.08M 0.19% 126
2025
Q1 		$13.3M Buy
170,110
+12,405
+8% +$963K 0.19% 132
2024
Q4 		$12.2M Buy
157,705
+1,537
+1% +$119K 0.18% 135
2024
Q3 		$12.3M Sell
156,168
-5,271
-3% -$411K 0.18% 131
2024
Q2 		$12.5M Sell
161,439
-438,393
-73% -$33.4M 0.21% 115
2024
Q1 		$46M Buy
599,832
+11,519
+2% +$884K 0.82% 23
2023
Q4 		$45.3M Buy
588,313
+3,822
+0.7% +$289K 0.88% 21
2023
Q3 		$43.7M Buy
584,491
+269,368
+85% +$20.3M 0.96% 14
2023
Q2 		$23.7M Buy
315,123
+27,458
+10% +$2.09M 0.48% 57
2023
Q1 		$21.9M Buy
287,665
+1,007
+0.4% +$76.3K 0.43% 65
2022
Q4 		$21.7M Sell
286,658
-23,506
-8% -$1.76M 0.44% 66
2022
Q3 		$23.1M Sell
310,164
-1,956
-0.6% -$149K 0.54% 47
2022
Q2 		$23.9M Sell
312,120
-6,118
-2% -$471K 0.53% 52
2022
Q1 		$24.6M Buy
318,238
+21,981
+7% +$1.74M 0.48% 60
2021
Q4 		$23.8M Buy
296,257
+23,503
+9% +$1.91M 0.41% 68
2021
Q3 		$22.3M Buy
272,754
+35,978
+15% +$2.96M 0.4% 67
2021
Q2 		$19.4M Buy
236,776
+77,981
+49% +$6.42M 0.35% 75
2021
Q1 		$13.1M Buy
158,795
+24,225
+18% +$2M 0.5% 49
2020
Q4 		$11.2M Buy
134,570
+31,033
+30% +$2.57M 0.44% 47
2020
Q3 		$8.6M Buy
103,537
+42,533
+70% +$3.53M 0.4% 48
2020
Q2 		$5.07M Sell
61,004
-22,168
-27% -$1.83M 0.32% 51
2020
Q1 		$6.83M Sell
83,172
-11,645
-12% -$946K 0.39% 41
2019
Q4 		$7.64M Buy
94,817
+9,605
+11% +$775K 0.39% 39
2019
Q3 		$6.88M Buy
85,212
+17,310
+25% +$1.4M 0.37% 46
2019
Q2 		$5.47M Buy
67,902
+24,344
+56% +$1.94M 0.32% 56
2019
Q1 		$3.47M Buy
43,558
+12,585
+41% +$993K 0.23% 70
2018
Q4 		$2.43M Buy
30,973
+14,164
+84% +$1.1M 0.18% 86
2018
Q3 		$1.31M Buy
16,809
+11,327
+207% +$885K 0.1% 160
2018
Q2 		$429K Sell
5,482
-560
-9% -$43.8K 0.04% 251
2018
Q1 		$474K Buy
6,042
+215
+4% +$16.9K 0.04% 184
2017
Q4 		$461K Sell
5,827
-629
-10% -$50K 0.04% 195
2017
Q3 		$515K Buy
6,456
+89
+1% +$7.12K 0.05% 185
2017
Q2 		$508K Buy
6,367
+447
+8% +$35.7K 0.05% 182
2017
Q1 		$472K Sell
5,920
-6,305
-52% -$502K 0.05% 179
2016
Q4 		$971K Sell
12,225
-10,269
-46% -$821K 0.11% 137
2016
Q3 		$1.82M Sell
22,494
-29,218
-57% -$2.36M 0.2% 117
2016
Q2 		$4.19M Buy
51,712
+8,847
+21% +$713K 0.55% 43
2016
Q1 		$3.46M Sell
42,865
-55,283
-56% -$4.43M 0.52% 36
2015
Q4 		$7.81M Buy
98,148
+30,836
+46% +$2.47M 1.5% 16
2015
Q3 		$5.41M Buy
67,312
+65,659
+3,972% +$5.26M 0.98% 16
2015
Q2 		$133K Buy
+1,653
New +$133K 0.02% 290

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

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

Brookstone Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $2.62M and bringing the position to 227,554 shares worth $17.7M. The position accounts for 0.18% of the portfolio, ranked #141.

Brookstone Capital Management first reported a position in BSV in Q2 2015 and has held it in 45 quarters since. The position peaked at $46M in Q1 2024. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Brookstone Capital Management held 227,554 shares of Vanguard Short-Term Bond ETF worth $17.7M as of Q2 2026.
  • Brookstone Capital Management bought 33,555 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.62M.
  • Vanguard Short-Term Bond ETF made up 0.18% of Brookstone Capital Management's portfolio in Q2 2026, its #141 holding.
  • Brookstone Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • Brookstone Capital Management's Vanguard Short-Term Bond ETF position peaked at $46M in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.