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 Q3	$19.6M	Sell	256,036 -69,826	-21%	-$5.4M	2.99%	10
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

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

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

RCI

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

IWM

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Clune & Associates's BSV Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q3 2026, selling an estimated $5.4M and leaving 256,036 shares worth $19.6M. The position accounts for 2.99% of the portfolio, ranked #10.

Clune & Associates first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.4M in Q2 2026. 315 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Clune & Associates held 256,036 shares of Vanguard Short-Term Bond ETF worth $19.6M as of Q3 2026.
Clune & Associates sold 69,826 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $5.4M.
Vanguard Short-Term Bond ETF made up 2.99% of Clune & Associates's portfolio in Q3 2026, its #10 holding.
Clune & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Short-Term Bond ETF position peaked at $25.4M in Q2 2026.
315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.