Discipline Wealth Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Discipline Wealth Solutions’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	$23.9M	Buy	312,847 +3,314	+1%	+$256K	2.08%	16
2026 Q2	$24.1M	Buy	309,533 +14,109	+5%	+$1.1M	2.1%	15
2026 Q1	$23.2M	Buy	295,424 +171,502	+138%	+$13.5M	2.44%	13
2025 Q4	$9.8M	Buy	123,922 +86,074	+227%	+$6.79M	1.81%	18
2025 Q3	$2.99M	Buy	37,848 +5,045	+15%	+$397K	0.79%	27
2025 Q2	$2.58M	Buy	32,803 +12,118	+59%	+$947K	0.99%	19
2025 Q1	$1.62M	Buy	20,685 +130	+0.6%	+$10.1K	0.77%	24
2024 Q4	$1.59M	Sell	20,555 -3,718	-15%	-$289K	0.74%	23
2024 Q3	$1.91M	Buy	24,273 +6,553	+37%	+$510K	1.01%	17
2024 Q2	$1.36M	Buy	17,720 +3,061	+21%	+$234K	1.07%	12
2024 Q1	$1.12M	Sell	14,659 -5,031	-26%	-$386K	1.04%	12
2023 Q4	$1.51M	Buy	+19,690	New	+$1.49M	1.51%	12

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Discipline Wealth Solutions's BSV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q3 2026, buying an estimated $256K and bringing the position to 312,847 shares worth $23.9M. The position accounts for 2.08% of the portfolio, ranked #16.

Discipline Wealth Solutions first reported a position in BSV in Q4 2023 and has held it in 12 quarters since. The position peaked at $24.1M in Q2 2026. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Discipline Wealth Solutions held 312,847 shares of Vanguard Short-Term Bond ETF worth $23.9M as of Q3 2026.
Discipline Wealth Solutions bought 3,314 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $256K.
Vanguard Short-Term Bond ETF made up 2.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #16 holding.
Discipline Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
Discipline Wealth Solutions's Vanguard Short-Term Bond ETF position peaked at $24.1M in Q2 2026.
834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.