Delap Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Delap Wealth Advisory’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 Q3	$2.33M	Buy	30,449 +9,254	+44%	+$715K	0.8%	28
2026 Q2	$1.65M	Buy	21,195 +300	+1%	+$23.4K	0.56%	34
2026 Q1	$1.64M	Buy	20,895 +317	+2%	+$25K	0.62%	31
2025 Q4	$1.62M	Sell	20,578 -1,011	-5%	-$79.8K	0.63%	30
2025 Q3	$1.7M	Sell	21,589 -2,054	-9%	-$162K	0.72%	26
2025 Q2	$1.86M	Sell	23,643 -6,026	-20%	-$471K	0.89%	24
2025 Q1	$2.32M	Sell	29,669 -21,601	-42%	-$1.68M	1.29%	22
2024 Q4	$3.96M	Sell	51,270 -653	-1%	-$50.7K	2.37%	13
2024 Q3	$4.09M	Buy	51,923 +458	+0.9%	+$35.7K	2.58%	11
2024 Q2	$3.95M	Sell	51,465 -7,437	-13%	-$567K	1.82%	14
2024 Q1	$4.52M	Sell	58,902 -59,358	-50%	-$4.55M	1.83%	13
2023 Q4	$9.11M	Buy	118,260 +54,738	+86%	+$4.14M	4.12%	6
2023 Q3	$4.77M	Sell	63,522 -3,400	-5%	-$256K	4.62%	8
2023 Q2	$5.06M	Sell	66,922 -4,750	-7%	-$362K	4.96%	7
2023 Q1	$5.48M	Sell	71,672 -937	-1%	-$71K	5.62%	6
2022 Q4	$5.47M	Buy	+72,609	New	+$5.45M	5.72%	4

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Delap Wealth Advisory's BSV Position: Q3 2026 in Review

Delap Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 44% in Q3 2026, buying an estimated $715K and bringing the position to 30,449 shares worth $2.33M. The position accounts for 0.8% of the portfolio, ranked #28.

Delap Wealth Advisory first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.11M in Q4 2023. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Delap Wealth Advisory held 30,449 shares of Vanguard Short-Term Bond ETF worth $2.33M as of Q3 2026.
Delap Wealth Advisory bought 9,254 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $715K.
Vanguard Short-Term Bond ETF made up 0.8% of Delap Wealth Advisory's portfolio in Q3 2026, its #28 holding.
Delap Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $9.11M in Q4 2023.
607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.