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 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

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cedar Mountain Advisors's BSV Position: Q2 2026 in Review

Cedar Mountain Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 70 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cedar Mountain Advisors first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.8K in Q1 2023. 266 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cedar Mountain Advisors held 70 shares of Vanguard Short-Term Bond ETF worth $5.45K as of Q2 2026.
Cedar Mountain Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #656 holding.
Cedar Mountain Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Cedar Mountain Advisors's Vanguard Short-Term Bond ETF position peaked at $15.8K in Q1 2023.
266 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.