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Burney Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Burney Company’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 		$598K Sell
7,669
-16
-0.2% -$1.25K 0.02% 434
2026
Q1 		$603K Buy
7,685
+24
+0.3% +$1.89K 0.02% 411
2025
Q4 		$604K Sell
7,661
-1,656
-18% -$131K 0.02% 406
2025
Q3 		$735K Buy
9,317
+62
+0.7% +$4.88K 0.02% 356
2025
Q2 		$728K Sell
9,255
-6,777
-42% -$530K 0.02% 352
2025
Q1 		$1.26M Buy
16,032
+240
+2% +$18.6K 0.05% 285
2024
Q4 		$1.22M Sell
15,792
-318
-2% -$24.7K 0.04% 292
2024
Q3 		$1.27M Sell
16,110
-148
-0.9% -$11.5K 0.05% 285
2024
Q2 		$1.25M Buy
16,258
+621
+4% +$47.4K 0.05% 292
2024
Q1 		$1.2M Sell
15,637
-1,175
-7% -$90.1K 0.05% 301
2023
Q4 		$1.29M Sell
16,812
-5,846
-26% -$443K 0.05% 292
2023
Q3 		$1.7M Sell
22,658
-1,321
-6% -$99.6K 0.08% 243
2023
Q2 		$1.81M Buy
23,979
+2,370
+11% +$181K 0.08% 242
2023
Q1 		$1.65M Sell
21,609
-173,174
-89% -$13.1M 0.08% 247
2022
Q4 		$14.7M Sell
194,783
-10,621
-5% -$797K 0.74% 27
2022
Q3 		$15.4M Sell
205,404
-5,149
-2% -$393K 0.85% 18
2022
Q2 		$16.2M Sell
210,553
-7,629
-3% -$588K 0.85% 20
2022
Q1 		$17M Sell
218,182
-773
-0.4% -$61.4K 0.78% 20
2021
Q4 		$17.7M Buy
218,955
+2,229
+1% +$181K 0.76% 24
2021
Q3 		$17.8M Sell
216,726
-728
-0.3% -$59.8K 0.83% 17
2021
Q2 		$17.9M Sell
217,454
-36,402
-14% -$2.99M 0.83% 17
2021
Q1 		$20.9M Sell
253,856
-51,735
-17% -$4.27M 1.03% 8
2020
Q4 		$25.3M Buy
305,591
+104,393
+52% +$8.65M 1.39% 6
2020
Q3 		$16.7M Buy
201,198
+11,928
+6% +$991K 1.04% 9
2020
Q2 		$15.7M Buy
189,270
+21,277
+13% +$1.76M 1.02% 12
2020
Q1 		$13.8M Buy
167,993
+6,257
+4% +$508K 1.06% 17
2019
Q4 		$13M Buy
161,736
+17,254
+12% +$1.39M 0.72% 36
2019
Q3 		$11.7M Buy
144,482
+22,048
+18% +$1.78M 0.7% 35
2019
Q2 		$9.86M Buy
122,434
+12,445
+11% +$992K 0.6% 46
2019
Q1 		$8.75M Buy
109,989
+18,853
+21% +$1.49M 0.54% 49
2018
Q4 		$7.16M Buy
91,136
+12,109
+15% +$944K 0.5% 57
2018
Q3 		$6.17M Sell
79,027
-9,265
-10% -$724K 0.37% 88
2018
Q2 		$6.91M Buy
88,292
+20,067
+29% +$1.57M 0.4% 74
2018
Q1 		$5.35M Sell
68,225
-11,285
-14% -$887K 0.33% 96
2017
Q4 		$6.29M Buy
79,510
+130
+0.2% +$10.3K 0.36% 90
2017
Q3 		$6.34M Buy
79,380
+3,402
+4% +$272K 0.41% 79
2017
Q2 		$6.07M Sell
75,978
-3,151
-4% -$252K 0.4% 82
2017
Q1 		$6.31M Buy
79,129
+10,064
+15% +$801K 0.42% 82
2016
Q4 		$5.49M Sell
69,065
-16,210
-19% -$1.3M 0.37% 90
2016
Q3 		$6.89M Buy
85,275
+1,790
+2% +$145K 0.49% 76
2016
Q2 		$6.77M Sell
83,485
-1,485
-2% -$120K 0.49% 74
2016
Q1 		$6.85M Buy
84,970
+5,652
+7% +$453K 0.5% 73
2015
Q4 		$6.31M Sell
79,318
-3,070
-4% -$246K 0.47% 73
2015
Q3 		$6.62M Buy
82,388
+5,133
+7% +$411K 0.51% 70
2015
Q2 		$6.2M Buy
77,255
+4,045
+6% +$325K 0.42% 81
2015
Q1 		$5.89M Buy
73,210
+3,912
+6% +$314K 0.4% 82
2014
Q4 		$5.54M Buy
69,298
+2,995
+5% +$240K 0.44% 75
2014
Q3 		$5.31M Buy
66,303
+7,590
+13% +$608K 0.46% 76
2014
Q2 		$4.72M Sell
58,713
-1,280
-2% -$103K 0.41% 80
2014
Q1 		$4.8M Buy
59,993
+1,713
+3% +$137K 0.44% 76
2013
Q4 		$4.66M Buy
58,280
+2,540
+5% +$204K 0.45% 74
2013
Q3 		$4.48M Buy
55,740
+1,792
+3% +$144K 0.5% 68
2013
Q2 		$4.32M Buy
+53,948
New +$4.36M 0.54% 62

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
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
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

Burney Company's BSV Position: Q2 2026 in Review

Burney Company reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.21% in Q2 2026, selling an estimated $1.25K and leaving 7,669 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #434.

Burney Company first reported a position in BSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.3M in Q4 2020. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Burney Company held 7,669 shares of Vanguard Short-Term Bond ETF worth $598K as of Q2 2026.
  • Burney Company sold 16 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.25K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #434 holding.
  • Burney Company first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Vanguard Short-Term Bond ETF position peaked at $25.3M in Q4 2020.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.