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DBK Financial Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

DBK Financial Counsel’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 		$3.26M Sell
41,796
-19,272
-32% -$1.5M 2.73% 12
2026
Q1 		$4.79M Buy
61,068
+4,414
+8% +$348K 3.63% 7
2025
Q4 		$4.46M Buy
56,654
+12,307
+28% +$971K 3.43% 10
2025
Q3 		$3.5M Sell
44,347
-15,695
-26% -$1.23M 2.94% 11
2025
Q2 		$4.73M Sell
60,042
-73
-0.1% -$5.71K 4.27% 5
2025
Q1 		$4.71M Sell
60,115
-886
-1% -$68.8K 4.72% 5
2024
Q4 		$4.71M Sell
61,001
-618
-1% -$48K 4.75% 5
2024
Q3 		$4.85M Buy
61,619
+2
+0% +$156 4.9% 5
2024
Q2 		$4.73M Sell
61,617
-9,761
-14% -$745K 5.15% 5
2024
Q1 		$5.47M Sell
71,378
-1,113
-2% -$85.4K 5.74% 4
2023
Q4 		$5.58M Sell
72,491
-5,389
-7% -$408K 6.41% 4
2023
Q3 		$5.85M Sell
77,880
-8,356
-10% -$630K 7.7% 3
2023
Q2 		$6.52M Sell
86,236
-4,058
-4% -$309K 8.77% 2
2023
Q1 		$6.91M Buy
90,294
+277
+0.3% +$21K 9.59% 2
2022
Q4 		$6.78M Buy
90,017
+7,268
+9% +$545K 10.81% 1
2022
Q3 		$6.19M Sell
82,749
-9,961
-11% -$761K 10.7% 1
2022
Q2 		$7.12M Sell
92,710
-9,380
-9% -$723K 11.55% 1
2022
Q1 		$7.95M Buy
102,090
+21,104
+26% +$1.68M 11.74% 1
2021
Q4 		$6.55M Buy
+80,986
New +$6.59M 9.33% 1

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

DBK Financial Counsel's BSV Position: Q2 2026 in Review

DBK Financial Counsel reduced its Vanguard Short-Term Bond ETF (BSV) stake by 32% in Q2 2026, selling an estimated $1.5M and leaving 41,796 shares worth $3.26M. The position accounts for 2.73% of the portfolio, ranked #12.

DBK Financial Counsel first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.95M in Q1 2022. 955 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • DBK Financial Counsel held 41,796 shares of Vanguard Short-Term Bond ETF worth $3.26M as of Q2 2026.
  • DBK Financial Counsel sold 19,272 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Short-Term Bond ETF made up 2.73% of DBK Financial Counsel's portfolio in Q2 2026, its #12 holding.
  • DBK Financial Counsel first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • DBK Financial Counsel's Vanguard Short-Term Bond ETF position peaked at $7.95M in Q1 2022.
  • 955 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.