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 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	$9.77M	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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Discipline Wealth Solutions's BSV Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q2 2026, buying an estimated $1.1M and bringing the position to 309,533 shares worth $24.1M. The position accounts for 2.1% of the portfolio, ranked #15.

Discipline Wealth Solutions first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Discipline Wealth Solutions held 309,533 shares of Vanguard Short-Term Bond ETF worth $24.1M as of Q2 2026.
Discipline Wealth Solutions bought 14,109 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Short-Term Bond ETF made up 2.1% of Discipline Wealth Solutions's portfolio in Q2 2026, its #15 holding.
Discipline Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.