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

Clark 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	$45.5M	Buy	584,361 +66,833	+13%	+$5.22M	3.57%	7
2026 Q1	$40.6M	Buy	517,528 +49,125	+10%	+$3.87M	3.81%	7
2025 Q4	$36.9M	Buy	468,403 +58,476	+14%	+$4.61M	3.83%	7
2025 Q3	$32.3M	Buy	409,927 +39,837	+11%	+$3.13M	3.76%	7
2025 Q2	$29.1M	Buy	370,090 +27,286	+8%	+$2.13M	3.97%	7
2025 Q1	$26.8M	Buy	342,804 +29,202	+9%	+$2.27M	4.5%	6
2024 Q4	$24.2M	Buy	313,602 +35,953	+13%	+$2.79M	4.53%	6
2024 Q3	$21.8M	Buy	277,649 +47,809	+21%	+$3.72M	4.69%	6
2024 Q2	$17.6M	Buy	229,840 +15,522	+7%	+$1.18M	4.88%	5
2024 Q1	$16.4M	Buy	214,318 +27,068	+14%	+$2.08M	5.05%	4
2023 Q4	$14.4M	Buy	187,250 +23,762	+15%	+$1.8M	5.28%	4
2023 Q3	$12.3M	Buy	163,488 +43,253	+36%	+$3.26M	5.29%	6
2023 Q2	$9.09M	Buy	120,235 +19,827	+20%	+$1.51M	4.26%	9
2023 Q1	$7.68M	Buy	100,408 +17,709	+21%	+$1.34M	4.6%	7
2022 Q4	$6.23M	Buy	+82,699	New	+$6.2M	4.48%	8

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

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

Clark Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $5.22M and bringing the position to 584,361 shares worth $45.5M. The position accounts for 3.57% of the portfolio, ranked #7.

Clark Asset Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 399 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Clark Asset Management held 584,361 shares of Vanguard Short-Term Bond ETF worth $45.5M as of Q2 2026.
Clark Asset Management bought 66,833 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.22M.
Vanguard Short-Term Bond ETF made up 3.57% of Clark Asset Management's portfolio in Q2 2026, its #7 holding.
Clark Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
399 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.