Everhart Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Everhart Financial Group’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	$2.02M	Sell	25,891 -712	-3%	-$55.6K	0.13%	83
2026 Q1	$2.09M	Sell	26,603 -382	-1%	-$30.1K	0.18%	70
2025 Q4	$2.13M	Sell	26,985 -1,673	-6%	-$132K	0.2%	67
2025 Q3	$2.26M	Sell	28,658 -2,143	-7%	-$169K	0.23%	52
2025 Q2	$2.42M	Sell	30,801 -554	-2%	-$43.3K	0.28%	48
2025 Q1	$2.45M	Buy	31,355 +2,106	+7%	+$163K	0.34%	41
2024 Q4	$2.26M	Sell	29,249 -906	-3%	-$70.3K	0.47%	38
2024 Q3	$2.37M	Buy	30,155 +30	+0.1%	+$2.34K	0.53%	37
2024 Q2	$2.31M	Buy	30,125 +372	+1%	+$28.4K	0.6%	32
2024 Q1	$2.28M	Sell	29,753 -2,566	-8%	-$197K	0.66%	29
2023 Q4	$2.49M	Buy	32,319 +22,673	+235%	+$1.72M	0.88%	28
2023 Q3	$725K	Sell	9,646 -4,522	-32%	-$341K	0.31%	70
2023 Q2	$1.07M	Sell	14,168 -89	-0.6%	-$6.78K	0.44%	45
2023 Q1	$1.09M	Sell	14,257 -63,298	-82%	-$4.8M	0.49%	42
2022 Q4	$5.84M	Buy	77,555 +73,246	+1,700%	+$5.5M	2.93%	7
2022 Q3	$323K	Buy	+4,309	New	+$329K	0.18%	114

Other funds holding BSV

SFA

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

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

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Everhart Financial Group's BSV Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, selling an estimated $55.6K and leaving 25,891 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #83.

Everhart Financial Group first reported a position in BSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.84M in Q4 2022. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Everhart Financial Group held 25,891 shares of Vanguard Short-Term Bond ETF worth $2.02M as of Q2 2026.
Everhart Financial Group sold 712 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $55.6K.
Vanguard Short-Term Bond ETF made up 0.13% of Everhart Financial Group's portfolio in Q2 2026, its #83 holding.
Everhart Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
Everhart Financial Group's Vanguard Short-Term Bond ETF position peaked at $5.84M in Q4 2022.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.