FWP
BSV icon

Family Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Family Wealth Partners’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 		$2.31M Sell
29,607
-584
-2% -$45.6K 0.71% 29
2026
Q1 		$2.37M Sell
30,191
-725
-2% -$57.1K 0.81% 27
2025
Q4 		$2.44M Sell
30,916
-693
-2% -$54.7K 0.88% 25
2025
Q3 		$2.49M Sell
31,609
-137
-0.4% -$10.8K 0.93% 24
2025
Q2 		$2.5M Sell
31,746
-2,393
-7% -$187K 1% 24
2025
Q1 		$2.67M Sell
34,139
-1,407
-4% -$109K 1.22% 19
2024
Q4 		$2.75M Sell
35,546
-888
-2% -$68.9K 1.31% 19
2024
Q3 		$2.87M Sell
36,434
-2,402
-6% -$187K 1.47% 19
2024
Q2 		$2.98M Buy
38,836
+236
+0.6% +$18K 1.55% 18
2024
Q1 		$2.96M Sell
38,600
-10,286
-21% -$789K 1.68% 18
2023
Q4 		$3.77M Buy
+48,886
New +$3.7M 2.91% 10

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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 $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Family Wealth Partners's BSV Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, selling an estimated $45.6K and leaving 29,607 shares worth $2.31M. The position accounts for 0.71% of the portfolio, ranked #29.

Family Wealth Partners first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q4 2023. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Family Wealth Partners held 29,607 shares of Vanguard Short-Term Bond ETF worth $2.31M as of Q2 2026.
  • Family Wealth Partners sold 584 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45.6K.
  • Vanguard Short-Term Bond ETF made up 0.71% of Family Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Family Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $3.77M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.