Farmers & Merchants Investments Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Farmers & Merchants Investments Inc’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	$13.1M	Buy	168,486 +450	+0.3%	+$35.1K	0.32%	78
2026 Q1	$13.2M	Buy	168,036 +4,250	+3%	+$335K	0.36%	76
2025 Q4	$12.9M	Buy	163,786 +1,200	+0.7%	+$94.7K	0.36%	75
2025 Q3	$12.8M	Sell	162,586 -39,000	-19%	-$3.07M	0.36%	74
2025 Q2	$15.9M	Hold	201,586	–	–	0.46%	59
2025 Q1	$15.8M	Sell	201,586 -146	-0.1%	-$11.3K	0.5%	56
2024 Q4	$15.6M	Buy	201,732 +600	+0.3%	+$46.6K	0.49%	59
2024 Q3	$15.8M	Sell	201,132 -23,500	-10%	-$1.83M	0.49%	54
2024 Q2	$17.2M	Buy	224,632 +150	+0.1%	+$11.4K	0.57%	43
2024 Q1	$17.2M	Sell	224,482 -250	-0.1%	-$19.2K	0.58%	44
2023 Q4	$17.3M	Sell	224,732 -1,200	-0.5%	-$90.8K	0.63%	42
2023 Q3	$17M	Sell	225,932 -1,000	-0.4%	-$75.4K	0.67%	43
2023 Q2	$17.1M	Sell	226,932 -4,250	-2%	-$324K	0.65%	39
2023 Q1	$17.7M	Sell	231,182 -182	-0.1%	-$13.8K	0.7%	34
2022 Q4	$17.4M	Sell	231,364 -25,418	-10%	-$1.91M	0.72%	33
2022 Q3	$19.2M	Buy	256,782 +3,836	+2%	+$293K	0.87%	22
2022 Q2	$19.4M	Buy	252,946 +18,600	+8%	+$1.43M	0.83%	25
2022 Q1	$18.3M	Buy	234,346 +35,150	+18%	+$2.79M	0.69%	35
2021 Q4	$16.1M	Buy	199,196 +37,950	+24%	+$3.09M	0.6%	49
2021 Q3	$13.2M	Buy	161,246 +26,950	+20%	+$2.21M	0.56%	53
2021 Q2	$11M	Buy	134,296 +31,900	+31%	+$2.62M	0.49%	63
2021 Q1	$8.42M	Buy	102,396 +102,250	+70,034%	+$8.44M	0.4%	82
2020 Q4	$12K	Hold	146	–	–	﹤0.01%	541
2020 Q3	$12K	Sell	146 -362	-71%	-$30.1K	﹤0.01%	515
2020 Q2	$42K	Buy	508 +362	+248%	+$29.9K	﹤0.01%	331
2020 Q1	$12K	Hold	146	–	–	﹤0.01%	461
2019 Q4	$12K	Hold	146	–	–	﹤0.01%	518
2019 Q3	$12K	Hold	146	–	–	﹤0.01%	498
2019 Q2	$12K	Hold	146	–	–	﹤0.01%	497
2019 Q1	$12K	Sell	146 -2,830	-95%	-$223K	﹤0.01%	481
2018 Q4	$234K	Buy	2,976 +2,200	+284%	+$172K	0.02%	206
2018 Q3	$61K	Hold	776	–	–	﹤0.01%	301
2018 Q2	$61K	Hold	776	–	–	﹤0.01%	306
2018 Q1	$61K	Hold	776	–	–	﹤0.01%	304
2017 Q4	$61K	Hold	776	–	–	﹤0.01%	306
2017 Q3	$62K	Hold	776	–	–	﹤0.01%	302
2017 Q2	$62K	Hold	776	–	–	0.01%	307
2017 Q1	$62K	Hold	776	–	–	0.01%	294
2016 Q4	$62K	Sell	776 -345	-31%	-$27.6K	0.01%	322
2016 Q3	$91K	Sell	1,121 -2,264	-67%	-$183K	0.01%	256
2016 Q2	$274K	Buy	3,385 +554	+20%	+$44.7K	0.03%	187
2016 Q1	$228K	Sell	2,831 -195	-6%	-$15.6K	0.03%	198
2015 Q4	$241K	Sell	3,026 -503	-14%	-$40.2K	0.03%	196
2015 Q3	$284K	Sell	3,529 -560	-14%	-$44.9K	0.04%	180
2015 Q2	$328K	Buy	4,089 +350	+9%	+$28.1K	0.04%	175
2015 Q1	$301K	Buy	3,739 +260	+7%	+$20.9K	0.04%	171
2014 Q4	$278K	Sell	3,479 -654	-16%	-$52.5K	0.03%	175
2014 Q3	$331K	Buy	4,133 +427	+12%	+$34.2K	0.04%	167
2014 Q2	$298K	Buy	3,706 +3,471	+1,477%	+$278K	0.04%	174
2014 Q1	$19K	Buy	235 +80	+52%	+$6.42K	﹤0.01%	401
2013 Q4	$12K	Buy	+155	New	+$12.5K	﹤0.01%	465

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's BSV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.27% in Q2 2026, buying an estimated $35.1K and bringing the position to 168,486 shares worth $13.1M. The position accounts for 0.32% of the portfolio, ranked #78.

Farmers & Merchants Investments Inc first reported a position in BSV in Q4 2013 and has held it in 51 quarters since. The position peaked at $19.4M in Q2 2022. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Farmers & Merchants Investments Inc held 168,486 shares of Vanguard Short-Term Bond ETF worth $13.1M as of Q2 2026.
Farmers & Merchants Investments Inc bought 450 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $35.1K.
Vanguard Short-Term Bond ETF made up 0.32% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #78 holding.
Farmers & Merchants Investments Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 51 quarters since.
Farmers & Merchants Investments Inc's Vanguard Short-Term Bond ETF position peaked at $19.4M in Q2 2022.
928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.