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

CWA Asset Management Group’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 		$1.14M Buy
14,655
+164
+1% +$12.8K 0.03% 379
2026
Q1 		$1.14M Sell
14,491
-871
-6% -$68.6K 0.04% 365
2025
Q4 		$1.21M Buy
15,362
+302
+2% +$23.8K 0.04% 321
2025
Q3 		$1.19M Sell
15,060
-874
-5% -$68.7K 0.04% 328
2025
Q2 		$1.25M Buy
15,934
+636
+4% +$49.7K 0.05% 291
2025
Q1 		$1.2M Buy
15,298
+1,616
+12% +$125K 0.06% 260
2024
Q4 		$1.06M Sell
13,682
-308
-2% -$23.9K 0.05% 244
2024
Q3 		$1.1M Buy
+13,990
New +$1.09M 0.06% 231
2024
Q1 		$1.22M Hold
15,901
– – 0.07% 193
2023
Q4 		$1.22M Sell
15,901
-1,683
-10% -$127K 0.08% 149
2023
Q3 		$1.32M Sell
17,584
-3,264
-16% -$246K 0.1% 125
2023
Q2 		$1.58M Buy
20,848
+3,148
+18% +$240K 0.11% 113
2023
Q1 		$1.35M Buy
17,700
+96
+0.5% +$7.27K 0.1% 118
2022
Q4 		$1.33M Sell
17,604
-593
-3% -$44.5K 0.11% 129
2022
Q3 		$1.36M Sell
18,197
-496
-3% -$37.9K 0.13% 102
2022
Q2 		$1.44M Buy
18,693
+86
+0.5% +$6.63K 0.13% 104
2022
Q1 		$1.45M Sell
18,607
-2,321
-11% -$184K 0.11% 113
2021
Q4 		$1.69M Buy
20,928
+2,450
+13% +$199K 0.13% 117
2021
Q3 		$1.51M Sell
18,478
-942
-5% -$77.4K 0.12% 114
2021
Q2 		$1.59M Buy
19,420
+2,973
+18% +$245K 0.13% 110
2021
Q1 		$1.35M Sell
16,447
-70
-0.4% -$5.78K 0.12% 114
2020
Q4 		$1.37M Buy
16,517
+7,371
+81% +$611K 0.14% 108
2020
Q3 		$760K Buy
9,146
+782
+9% +$65K 0.1% 109
2020
Q2 		$695K Buy
+8,364
New +$692K 0.12% 98
2018
Q3 		– Sell
-5,670
Closed -$443K – 211
2018
Q2 		$443K Sell
5,670
-24,814
-81% -$1.94M 0.1% 127
2018
Q1 		$2.39M Buy
+30,484
New +$2.4M 0.59% 66

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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

CWA Asset Management Group's BSV Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 14,655 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #379.

CWA Asset Management Group first reported a position in BSV in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.39M in Q1 2018. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • CWA Asset Management Group held 14,655 shares of Vanguard Short-Term Bond ETF worth $1.14M as of Q2 2026.
  • CWA Asset Management Group bought 164 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Short-Term Bond ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #379 holding.
  • CWA Asset Management Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • CWA Asset Management Group's Vanguard Short-Term Bond ETF position peaked at $2.39M in Q1 2018.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.