Elmwood Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Elmwood Wealth Management’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	$381K	Hold	4,893	–	–	0.1%	147
2026 Q1	$384K	Hold	4,893	–	–	0.11%	135
2025 Q4	$386K	Buy	4,893 +468	+11%	+$36.9K	0.12%	127
2025 Q3	$349K	Hold	4,425	–	–	0.12%	113
2025 Q2	$348K	Hold	4,425	–	–	0.14%	105
2025 Q1	$346K	Sell	4,425 -300	-6%	-$23.3K	0.14%	109
2024 Q4	$365K	Sell	4,725 -10,000	-68%	-$776K	0.15%	108
2024 Q3	$1.16M	Hold	14,725	–	–	0.48%	72
2024 Q2	$1.13M	Buy	14,725 +6	+0%	+$458	0.5%	70
2024 Q1	$1.13M	Buy	14,719 +719	+5%	+$55.2K	0.48%	68
2023 Q4	$1.08M	Hold	14,000	–	–	0.76%	44
2023 Q3	$1.05M	Sell	14,000 -2,385	-15%	-$180K	0.51%	67
2023 Q2	$1.24M	Hold	16,385	–	–	0.58%	60
2023 Q1	$1.25M	Sell	16,385 -3,516	-18%	-$266K	0.59%	60
2022 Q4	$1.5M	Sell	19,901 -1,350	-6%	-$101K	0.75%	43
2022 Q3	$1.59M	Sell	21,251 -1,799	-8%	-$137K	0.79%	40
2022 Q2	$1.77M	Buy	+23,050	New	+$1.78M	1.01%	39

Other funds holding BSV

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Elmwood Wealth Management's BSV Position: Q2 2026 in Review

Elmwood Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,893 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #147.

Elmwood Wealth Management first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.77M in Q2 2022. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Elmwood Wealth Management held 4,893 shares of Vanguard Short-Term Bond ETF worth $381K as of Q2 2026.
Elmwood Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #147 holding.
Elmwood Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Elmwood Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.77M in Q2 2022.
639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.