Davidson Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Davidson Investment 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	$312K	Hold	4,000	–	–	0.01%	113
2026 Q1	$314K	Hold	4,000	–	–	0.01%	113
2025 Q4	$315K	Buy	+4,000	New	+$316K	0.01%	114
2022 Q2	–	Sell	-3,092	Closed	-$241K	–	97
2022 Q1	$241K	Sell	3,092 -17	-0.5%	-$1.35K	0.02%	102
2021 Q4	$251K	Buy	+3,109	New	+$253K	0.02%	101

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

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 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

Davidson Investment Advisors's BSV Position: Q2 2026 in Review

Davidson Investment Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,000 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #113.

Davidson Investment Advisors first reported a position in BSV in Q4 2021 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Davidson Investment Advisors held 4,000 shares of Vanguard Short-Term Bond ETF worth $312K as of Q2 2026.
Davidson Investment Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Davidson Investment Advisors's portfolio in Q2 2026, its #113 holding.
Davidson Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 5 quarters since.
Davidson Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $315K in Q4 2025.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.