EF
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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
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 		$9.63M Sell
125,572
-298
-0.2% -$22.7K 4.59% 2
2024
Q1 		$9.63M Buy
125,870
+1,583
+1% +$121K 4.44% 3
2023
Q4 		$9.55M 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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Exeter Financial's BSV Position: Q2 2026 in Review

Exeter Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q2 2026, buying an estimated $484K and bringing the position to 144,195 shares worth $11.2M. The position accounts for 4.3% of the portfolio, ranked #4.

Exeter Financial first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. 569 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Exeter Financial held 144,195 shares of Vanguard Short-Term Bond ETF worth $11.2M as of Q2 2026.
  • Exeter Financial bought 6,203 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $484K.
  • Vanguard Short-Term Bond ETF made up 4.3% of Exeter Financial's portfolio in Q2 2026, its #4 holding.
  • Exeter Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 569 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.