Clune & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clune & Associates’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	$25.4M	Buy	325,862 +85,789	+36%	+$6.69M	3.84%	5
2026 Q1	$18.8M	Buy	240,073 +22,404	+10%	+$1.76M	3.54%	4
2025 Q4	$17.2M	Buy	217,669 +34,347	+19%	+$2.71M	3.71%	4
2025 Q3	$14.5M	Buy	183,322 +16,560	+10%	+$1.3M	3.62%	5
2025 Q2	$13.1M	Buy	166,762 +17,884	+12%	+$1.4M	3.59%	5
2025 Q1	$11.7M	Buy	148,878 +11,298	+8%	+$877K	3.58%	5
2024 Q4	$10.6M	Buy	+137,580	New	+$10.7M	3.53%	5

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

Clune & Associates's BSV Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 36% in Q2 2026, buying an estimated $6.69M and bringing the position to 325,862 shares worth $25.4M. The position accounts for 3.84% of the portfolio, ranked #5.

Clune & Associates first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Clune & Associates held 325,862 shares of Vanguard Short-Term Bond ETF worth $25.4M as of Q2 2026.
Clune & Associates bought 85,789 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.69M.
Vanguard Short-Term Bond ETF made up 3.84% of Clune & Associates's portfolio in Q2 2026, its #5 holding.
Clune & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.