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Cooke Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cooke Wealth 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 		$5.51M Buy
70,730
+2,086
+3% +$163K 4.51% 8
2026
Q1 		$5.38M Buy
68,644
+5,430
+9% +$428K 4.77% 6
2025
Q4 		$4.99M Buy
+63,214
New +$4.99M 4.35% 8

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cooke Wealth Management's BSV Position: Q2 2026 in Review

Cooke Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, buying an estimated $163K and bringing the position to 70,730 shares worth $5.51M. The position accounts for 4.51% of the portfolio, ranked #8.

Cooke Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cooke Wealth Management held 70,730 shares of Vanguard Short-Term Bond ETF worth $5.51M as of Q2 2026.
  • Cooke Wealth Management bought 2,086 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Short-Term Bond ETF made up 4.51% of Cooke Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Cooke Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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