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

Cardinal Point 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	–	Sell	-3,143	Closed	-$246K	–	301
2026 Q1	$246K	Sell	3,143 -1,044	-25%	-$82.2K	0.02%	251
2025 Q4	$330K	Buy	+4,187	New	+$330K	0.02%	197
2023 Q4	–	Sell	-3,837	Closed	-$288K	–	70
2023 Q3	$288K	Sell	3,837 -159,741	-98%	-$12M	0.08%	56
2023 Q2	$12.4M	Buy	163,578 +3,683	+2%	+$281K	3.72%	7
2023 Q1	$12.2M	Buy	159,895 +210	+0.1%	+$15.9K	3.72%	8
2022 Q4	$12M	Buy	+159,685	New	+$12M	4.15%	7

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cardinal Point Capital Management's BSV Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 3,143 shares — an estimated $246K sold.

Cardinal Point Capital Management first reported a position in BSV in Q4 2022 and held it in 6 quarters. The position peaked at $12.4M in Q2 2023. 452 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cardinal Point Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Cardinal Point Capital Management sold 3,143 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $246K.
Cardinal Point Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 6 quarters.
Cardinal Point Capital Management's Vanguard Short-Term Bond ETF position peaked at $12.4M in Q2 2023.
452 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.