CogentBlue Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CogentBlue Wealth 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	$442K	Hold	5,673	–	–	0.25%	58
2026 Q1	$445K	Sell	5,673 -1,276	-18%	-$100K	0.3%	44
2025 Q4	$548K	Sell	6,949 -7,457	-52%	-$588K	0.37%	43
2025 Q3	$1.14M	Sell	14,406 -10,623	-42%	-$835K	0.77%	25
2025 Q2	$1.97M	Sell	25,029 -8,558	-25%	-$669K	1.51%	19
2025 Q1	$2.63M	Sell	33,587 -1,213	-3%	-$94.2K	2.31%	12
2024 Q4	$2.69M	Buy	+34,800	New	+$2.7M	2.37%	12

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

CogentBlue Wealth Advisors's BSV Position: Q2 2026 in Review

CogentBlue Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 5,673 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #58.

CogentBlue Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2024. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

CogentBlue Wealth Advisors held 5,673 shares of Vanguard Short-Term Bond ETF worth $442K as of Q2 2026.
CogentBlue Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.25% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #58 holding.
CogentBlue Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
CogentBlue Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.69M in Q4 2024.
318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.