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CWS Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CWS Financial 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 		$530K Buy
6,808
+176
+3% +$13.7K 0.12% 97
2026
Q1 		$520K Buy
6,632
+3,569
+117% +$281K 0.13% 95
2025
Q4 		$241K Buy
+3,063
New +$242K 0.07% 134

Other funds holding BSV

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

CWS Financial Advisors's BSV Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, buying an estimated $13.7K and bringing the position to 6,808 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #97.

CWS Financial Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • CWS Financial Advisors held 6,808 shares of Vanguard Short-Term Bond ETF worth $530K as of Q2 2026.
  • CWS Financial Advisors bought 176 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $13.7K.
  • Vanguard Short-Term Bond ETF made up 0.12% of CWS Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • CWS Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.