CAM
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Cacti Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cacti Asset 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 		$8.59M Buy
110,293
+32,958
+43% +$2.57M 0.43% 29
2026
Q1 		$6.06M Buy
77,335
+35,941
+87% +$2.83M 0.37% 30
2025
Q4 		$3.26M Buy
+41,394
New +$3.27M 0.2% 35

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

Cacti Asset Management's BSV Position: Q2 2026 in Review

Cacti Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 43% in Q2 2026, buying an estimated $2.57M and bringing the position to 110,293 shares worth $8.59M. The position accounts for 0.43% of the portfolio, ranked #29.

Cacti Asset Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cacti Asset Management held 110,293 shares of Vanguard Short-Term Bond ETF worth $8.59M as of Q2 2026.
  • Cacti Asset Management bought 32,958 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.57M.
  • Vanguard Short-Term Bond ETF made up 0.43% of Cacti Asset Management's portfolio in Q2 2026, its #29 holding.
  • Cacti Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cacti Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.