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

Empirical 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	$3.68M	Buy	47,292 +1,826	+4%	+$143K	0.05%	190
2026 Q1	$3.56M	Sell	45,466 -1,919	-4%	-$151K	0.06%	179
2025 Q4	$3.73M	Buy	47,385 +14,165	+43%	+$1.12M	0.07%	173
2025 Q3	$2.62M	Sell	33,220 -14	-0%	-$1.1K	0.05%	212
2025 Q2	$2.62M	Sell	33,234 -1,869	-5%	-$146K	0.06%	199
2025 Q1	$2.75M	Buy	35,103 +4,827	+16%	+$375K	0.07%	176
2024 Q4	$2.34M	Buy	30,276 +11,180	+59%	+$868K	0.06%	175
2024 Q3	$1.5M	Sell	19,096 -1,357	-7%	-$106K	0.04%	221
2024 Q2	$1.57M	Buy	20,453 +2,255	+12%	+$172K	0.05%	207
2024 Q1	$1.4M	Buy	18,198 +214	+1%	+$16.4K	0.04%	222
2023 Q4	$1.39M	Buy	17,984 +3,518	+24%	+$266K	0.05%	205
2023 Q3	$1.09M	Buy	14,466 +73	+0.5%	+$5.5K	0.04%	214
2023 Q2	$1.09M	Buy	14,393 +268	+2%	+$20.4K	0.04%	217
2023 Q1	$1.08M	Sell	14,125 -304	-2%	-$23K	0.05%	205
2022 Q4	$1.09M	Sell	14,429 -5,848	-29%	-$439K	0.05%	197
2022 Q3	$1.52M	Sell	20,277 -4,390	-18%	-$335K	0.08%	156
2022 Q2	$1.89M	Buy	24,667 +4,795	+24%	+$369K	0.1%	134
2022 Q1	$1.55M	Sell	19,872 -3,779	-16%	-$300K	0.08%	163
2021 Q4	$1.91M	Buy	23,651 +467	+2%	+$38K	0.1%	136
2021 Q3	$1.9M	Buy	23,184 +2,680	+13%	+$220K	0.11%	121
2021 Q2	$1.69M	Buy	20,504 +669	+3%	+$55K	0.1%	128
2021 Q1	$1.63M	Sell	19,835 -4,235	-18%	-$350K	0.13%	118
2020 Q4	$2M	Sell	24,070 -1,505	-6%	-$125K	0.15%	98
2020 Q3	$2.12M	Sell	25,575 -745	-3%	-$61.9K	0.18%	81
2020 Q2	$2.19M	Sell	26,320 -5,356	-17%	-$443K	0.2%	73
2020 Q1	$2.6M	Buy	31,676 +1,675	+6%	+$136K	0.28%	55
2019 Q4	$2.42M	Sell	30,001 -5,103	-15%	-$412K	0.27%	56
2019 Q3	$2.84M	Buy	35,104 +9,076	+35%	+$732K	0.34%	45
2019 Q2	$2.1M	Buy	26,028 +14,765	+131%	+$1.18M	0.27%	59
2019 Q1	$896K	Buy	11,263 +497	+5%	+$39.2K	0.13%	97
2018 Q4	$846K	Sell	10,766 -44	-0.4%	-$3.43K	0.14%	84
2018 Q3	$844K	Buy	10,810 +4,097	+61%	+$320K	0.15%	80
2018 Q2	$525K	Sell	6,713 -15	-0.2%	-$1.17K	0.1%	106
2018 Q1	$528K	Sell	6,728 -259	-4%	-$20.4K	0.1%	95
2017 Q4	$553K	Sell	6,987 -19,950	-74%	-$1.59M	0.12%	86
2017 Q3	$2.15M	Buy	26,937 +18,834	+232%	+$1.51M	0.5%	25
2017 Q2	$647K	Buy	8,103 +50	+0.6%	+$3.99K	0.16%	71
2017 Q1	$642K	Sell	8,053 -3,777	-32%	-$301K	0.16%	68
2016 Q4	$940K	Buy	+11,830	New	+$946K	0.23%	55
2016 Q3	–	Sell	-13,039	Closed	-$1.06M	–	111
2016 Q2	$1.06M	Sell	13,039 -1,185	-8%	-$95.5K	0.28%	44
2016 Q1	$1.15M	Buy	14,224 +28	+0.2%	+$2.25K	0.28%	44
2015 Q4	$1.13M	Sell	14,196 -624	-4%	-$49.9K	0.27%	48
2015 Q3	$1.19M	Sell	14,820 -234	-2%	-$18.8K	0.28%	46
2015 Q2	$1.21M	Sell	15,054 -3,105	-17%	-$249K	0.28%	48
2015 Q1	$1.46M	Buy	18,159 +307	+2%	+$24.6K	0.35%	38
2014 Q4	$1.43M	Sell	17,852 -788	-4%	-$63.2K	0.35%	40
2014 Q3	$1.49M	Sell	18,640 -1,307	-7%	-$105K	0.36%	39
2014 Q2	$1.6M	Sell	19,947 -6,507	-25%	-$522K	0.4%	35
2014 Q1	$2.12M	Sell	26,454 -9,647	-27%	-$774K	0.56%	25
2013 Q4	$2.89M	Sell	36,101 -35,848	-50%	-$2.88M	0.82%	16
2013 Q3	$5.78M	Sell	71,949 -33,752	-32%	-$2.7M	1.81%	12
2013 Q2	$8.46M	Buy	+105,701	New	+$8.53M	2.82%	10

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 $43.3B AUM 29.3% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, buying an estimated $143K and bringing the position to 47,292 shares worth $3.68M. The position accounts for 0.05% of the portfolio, ranked #190.

Empirical Wealth Management first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.46M in Q2 2013. 610 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Empirical Wealth Management held 47,292 shares of Vanguard Short-Term Bond ETF worth $3.68M as of Q2 2026.
Empirical Wealth Management bought 1,826 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $143K.
Vanguard Short-Term Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #190 holding.
Empirical Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
Empirical Wealth Management's Vanguard Short-Term Bond ETF position peaked at $8.46M in Q2 2013.
610 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.