Exeter Financial
BSV icon

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

Exeter Financial’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
Q3 		$12.5M Buy
163,164
+18,969
+13% +$1.47M 4.7% 4
2026
Q2 		$11.2M Buy
144,195
+6,203
+4% +$484K 4.3% 4
2026
Q1 		$10.8M Buy
137,992
+619
+0.5% +$48.7K 4.42% 3
2025
Q4 		$10.8M Buy
137,373
+6,448
+5% +$509K 4.6% 3
2025
Q3 		$10.3M Buy
130,925
+14,020
+12% +$1.1M 4.46% 3
2025
Q2 		$9.2M Sell
116,905
-12,287
-10% -$961K 4.1% 3
2025
Q1 		$10.1M Sell
129,192
-3,853
-3% -$299K 4.54% 2
2024
Q4 		$10.3M Buy
133,045
+3,932
+3% +$305K 4.71% 3
2024
Q3 		$10.2M Buy
129,113
+3,541
+3% +$276K 4.5% 2
2024
Q2 		$9.6M Sell
125,572
-298
-0.2% -$22.7K 4.59% 2
2024
Q1 		$9.6M Buy
125,870
+1,583
+1% +$121K 4.44% 3
2023
Q4 		$9.6M Buy
124,287
+4,652
+4% +$352K 4.63% 2
2023
Q3 		$8.99M Buy
119,635
+1,207
+1% +$91K 4.75% 3
2023
Q2 		$8.92M Sell
118,428
-1,542
-1% -$118K 4.6% 3
2023
Q1 		$9.18M Sell
119,970
-3,641
-3% -$276K 4.6% 2
2022
Q4 		$9.31M Buy
123,611
+1,697
+1% +$127K 4.85% 1
2022
Q3 		$9.12M Buy
121,914
+14,898
+14% +$1.14M 5.3% 1
2022
Q2 		$8.22M Buy
+107,016
New +$8.24M 4.58% 1

Other funds holding BSV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Exeter Financial's BSV Position: Q3 2026 in Review

Exeter Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q3 2026, buying an estimated $1.47M and bringing the position to 163,164 shares worth $12.5M. The position accounts for 4.7% of the portfolio, ranked #4.

Exeter Financial first reported a position in BSV in Q2 2022 and has held it in 18 quarters since. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Exeter Financial held 163,164 shares of Vanguard Short-Term Bond ETF worth $12.5M as of Q3 2026.
  • Exeter Financial bought 18,969 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.47M.
  • Vanguard Short-Term Bond ETF made up 4.7% of Exeter Financial's portfolio in Q3 2026, its #4 holding.
  • Exeter Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • 607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.