DAS
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Dynamic Advisor Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dynamic Advisor 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 		$6.03M Sell
77,370
-13,122
-15% -$1.02M 0.17% 138
2026
Q1 		$7.1M Sell
90,492
-4,054
-4% -$319K 0.22% 100
2025
Q4 		$7.45M Sell
94,546
-4,497
-5% -$355K 0.24% 92
2025
Q3 		$7.82M Buy
99,043
+20,438
+26% +$1.61M 0.23% 101
2025
Q2 		$6.19M Sell
78,605
-5,664
-7% -$443K 0.19% 123
2025
Q1 		$6.6M Buy
+84,269
New +$6.54M 0.22% 110
2024
Q4 		– Sell
-87,205
Closed -$6.86M – 677
2024
Q3 		$6.86M Sell
87,205
-2,948
-3% -$230K 0.21% 118
2024
Q2 		$6.91M Buy
90,153
+2,485
+3% +$190K 0.22% 112
2024
Q1 		$6.72M Buy
87,668
+3,214
+4% +$247K 0.23% 109
2023
Q4 		$6.48M Buy
84,454
+17,811
+27% +$1.35M 0.24% 109
2023
Q3 		$5.01M Sell
66,643
-854
-1% -$64.4K 0.24% 117
2023
Q2 		$5.1M Sell
67,497
-8,278
-11% -$631K 0.26% 113
2023
Q1 		$5.8M Buy
75,775
+10,507
+16% +$796K 0.34% 78
2022
Q4 		$4.91M Buy
65,268
+6,910
+12% +$518K 0.34% 74
2022
Q3 		$4.37M Sell
58,358
-1,518
-3% -$116K 0.33% 66
2022
Q2 		$4.6M Buy
59,876
+29,384
+96% +$2.26M 0.35% 65
2022
Q1 		$2.38M Sell
30,492
-630
-2% -$50K 0.17% 145
2021
Q4 		$2.52M Sell
31,122
-3,324
-10% -$270K 0.18% 133
2021
Q3 		$2.82M Sell
34,446
-3,318
-9% -$273K 0.21% 118
2021
Q2 		$3.1M Buy
37,764
+3,509
+10% +$289K 0.25% 101
2021
Q1 		$2.81M Sell
34,255
-3,818
-10% -$315K 0.26% 99
2020
Q4 		$3.16M Buy
38,073
+482
+1% +$39.9K 0.3% 94
2020
Q3 		$3.12M Buy
37,591
+11,442
+44% +$951K 0.35% 73
2020
Q2 		$2.17M Buy
26,149
+14,723
+129% +$1.22M 0.29% 100
2020
Q1 		$939K Sell
11,426
-2,002
-15% -$163K 0.17% 157
2019
Q4 		$1.08M Buy
13,428
+650
+5% +$52.5K 0.15% 173
2019
Q3 		$1.03M Sell
12,778
-401
-3% -$32.3K 0.16% 159
2019
Q2 		$1.06M Buy
13,179
+955
+8% +$76.2K 0.17% 153
2019
Q1 		$973K Sell
12,224
-702
-5% -$55.4K 0.18% 136
2018
Q4 		$1.02M Buy
12,926
+3,609
+39% +$281K 0.22% 122
2018
Q3 		$727K Sell
9,317
-212
-2% -$16.6K 0.15% 169
2018
Q2 		$745K Buy
9,529
+2,262
+31% +$177K 0.17% 161
2018
Q1 		$570K Buy
+7,267
New +$571K 0.15% 174
2016
Q4 		– Sell
-5,045
Closed -$408K – 213
2016
Q3 		$408K Buy
5,045
+487
+11% +$39.4K 0.15% 161
2016
Q2 		$369K Sell
4,558
-421
-8% -$33.9K 0.15% 151
2016
Q1 		$401K Buy
4,979
+1,470
+42% +$118K 0.17% 135
2015
Q4 		$279K Buy
3,509
+201
+6% +$16.1K 0.12% 184
2015
Q3 		$266K Buy
+3,308
New +$265K 0.13% 149
2014
Q2 		– Sell
-3,033
Closed -$243K – 203
2014
Q1 		$243K Buy
+3,033
New +$243K 0.17% 167

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's BSV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $1.02M and leaving 77,370 shares worth $6.03M. The position accounts for 0.17% of the portfolio, ranked #138.

Dynamic Advisor Solutions first reported a position in BSV in Q1 2014 and has held it in 39 quarters since. The position peaked at $7.82M in Q3 2025. 239 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Dynamic Advisor Solutions held 77,370 shares of Vanguard Short-Term Bond ETF worth $6.03M as of Q2 2026.
  • Dynamic Advisor Solutions sold 13,122 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.02M.
  • Vanguard Short-Term Bond ETF made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #138 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 39 quarters since.
  • Dynamic Advisor Solutions's Vanguard Short-Term Bond ETF position peaked at $7.82M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.