Cedar Mountain Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cedar Mountain Advisors’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 Q3	$1.91K	Sell	25 -45	-64%	-$3.48K	﹤0.01%	823
2026 Q2	$5.45K	Hold	70	–	–	﹤0.01%	656
2026 Q1	$5.49K	Hold	70	–	–	﹤0.01%	623
2025 Q4	$5.52K	Hold	70	–	–	﹤0.01%	307
2025 Q3	$5.52K	Buy	+70	New	+$5.5K	﹤0.01%	327
2025 Q2	–	Sell	-70	Closed	-$5.48K	–	363
2025 Q1	$5.48K	Hold	70	–	–	﹤0.01%	242
2024 Q4	$5.41K	Hold	70	–	–	﹤0.01%	253
2024 Q3	$5.51K	Hold	70	–	–	﹤0.01%	242
2024 Q2	$5.37K	Hold	70	–	–	﹤0.01%	226
2024 Q1	$5.37K	Hold	70	–	–	﹤0.01%	224
2023 Q4	$5.39K	Hold	70	–	–	﹤0.01%	214
2023 Q3	$5.26K	Hold	70	–	–	﹤0.01%	210
2023 Q2	$5.29K	Sell	70 -136	-66%	-$10.4K	﹤0.01%	199
2023 Q1	$15.8K	Buy	206 +52	+34%	+$3.94K	﹤0.01%	130
2022 Q4	$11.6K	Hold	154	–	–	﹤0.01%	151
2022 Q3	$12K	Hold	154	–	–	﹤0.01%	140
2022 Q2	$12K	Hold	154	–	–	﹤0.01%	148
2022 Q1	$12K	Hold	154	–	–	﹤0.01%	156
2021 Q4	$12K	Buy	+154	New	+$12.5K	﹤0.01%	157

Other funds holding BSV

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Cedar Mountain Advisors's BSV Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 64% in Q3 2026, selling an estimated $3.48K and leaving 25 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Cedar Mountain Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.8K in Q1 2023. 467 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Cedar Mountain Advisors held 25 shares of Vanguard Short-Term Bond ETF worth $1.91K as of Q3 2026.
Cedar Mountain Advisors sold 45 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $3.48K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #823 holding.
Cedar Mountain Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Cedar Mountain Advisors's Vanguard Short-Term Bond ETF position peaked at $15.8K in Q1 2023.
467 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.