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

Delta 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	$516K	Buy	6,617 +692	+12%	+$54K	0.12%	117
2026 Q1	$465K	Buy	5,925 +12	+0.2%	+$945	0.12%	117
2025 Q4	$466K	Sell	5,913 -2	-0%	-$158	0.12%	120
2025 Q3	$467K	Buy	5,915 +1,268	+27%	+$99.7K	0.13%	114
2025 Q2	$366K	Sell	4,647 -208	-4%	-$16.3K	0.13%	94
2025 Q1	$380K	Sell	4,855 -364	-7%	-$28.3K	0.14%	90
2024 Q4	$403K	Sell	5,219 -565	-10%	-$43.9K	0.15%	89
2024 Q3	$455K	Sell	5,784 -100	-2%	-$7.79K	0.17%	93
2024 Q2	$451K	Buy	5,884 +14	+0.2%	+$1.07K	0.17%	90
2024 Q1	$450K	Sell	5,870 -112	-2%	-$8.59K	0.18%	87
2023 Q4	$461K	Sell	5,982 -624	-9%	-$47.2K	0.2%	88
2023 Q3	$497K	Sell	6,606 -209	-3%	-$15.8K	0.22%	89
2023 Q2	$515K	Sell	6,815 -296	-4%	-$22.6K	0.23%	89
2023 Q1	$544K	Sell	7,111 -3,620	-34%	-$274K	0.26%	82
2022 Q4	$808K	Sell	10,731 -194	-2%	-$14.6K	0.39%	76
2022 Q3	$817K	Sell	10,925 -393	-3%	-$30K	0.43%	74
2022 Q2	$869K	Sell	11,318 -89	-0.8%	-$6.86K	0.43%	76
2022 Q1	$889K	Sell	11,407 -421	-4%	-$33.4K	0.38%	77
2021 Q4	$956K	Sell	11,828 -535	-4%	-$43.5K	0.39%	76
2021 Q3	$1.01M	Buy	12,363 +630	+5%	+$51.8K	0.45%	71
2021 Q2	$964K	Buy	11,733 +92	+0.8%	+$7.57K	0.42%	73
2021 Q1	$957K	Buy	11,641 +654	+6%	+$54K	0.45%	73
2020 Q4	$911K	Sell	10,987 -614	-5%	-$50.9K	0.46%	72
2020 Q3	$963K	Buy	11,601 +899	+8%	+$74.7K	0.53%	67
2020 Q2	$890K	Buy	10,702 +1,745	+19%	+$144K	0.52%	67
2020 Q1	$736K	Sell	8,957 -3,579	-29%	-$291K	0.51%	70
2019 Q4	$1.01M	Sell	12,536 -471	-4%	-$38K	0.4%	73
2019 Q3	$1.05M	Buy	13,007 +27	+0.2%	+$2.18K	0.43%	77
2019 Q2	$1.04M	Buy	+12,980	New	+$1.04M	0.43%	75

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 22.96% 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

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

Delta Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, buying an estimated $54K and bringing the position to 6,617 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #117.

Delta Financial Advisors first reported a position in BSV in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.05M in Q3 2019. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Delta Financial Advisors held 6,617 shares of Vanguard Short-Term Bond ETF worth $516K as of Q2 2026.
Delta Financial Advisors bought 692 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $54K.
Vanguard Short-Term Bond ETF made up 0.12% of Delta Financial Advisors's portfolio in Q2 2026, its #117 holding.
Delta Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 29 quarters since.
Delta Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $1.05M in Q3 2019.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.