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

Davis 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	$293K	Buy	3,760 +17	+0.5%	+$1.33K	0.23%	64
2026 Q1	$294K	Buy	3,743 +12	+0.3%	+$945	0.24%	63
2025 Q4	$294K	Buy	3,731 +30	+0.8%	+$2.37K	0.24%	62
2025 Q3	$292K	Buy	3,701 +28	+0.8%	+$2.2K	0.26%	60
2025 Q2	$289K	Sell	3,673 -880	-19%	-$68.8K	0.31%	53
2025 Q1	$356K	Buy	4,553 +18	+0.4%	+$1.4K	0.4%	45
2024 Q4	$350K	Buy	+4,535	New	+$352K	0.39%	45

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Davis Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q2 2026, buying an estimated $1.33K and bringing the position to 3,760 shares worth $293K. The position accounts for 0.23% of the portfolio, ranked #64.

Davis Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Davis Wealth Advisors held 3,760 shares of Vanguard Short-Term Bond ETF worth $293K as of Q2 2026.
Davis Wealth Advisors bought 17 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.33K.
Vanguard Short-Term Bond ETF made up 0.23% of Davis Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Davis Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Davis Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $356K in Q1 2025.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.