FC Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FC Advisory’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	$2.86M	Buy	37,495 +110	+0.3%	+$8.5K	0.75%	28
2026 Q2	$2.91M	Buy	37,385 +481	+1%	+$37.5K	0.77%	26
2026 Q1	$2.89M	Buy	36,904 +107	+0.3%	+$8.42K	0.84%	25
2025 Q4	$2.9M	Buy	36,797 +143	+0.4%	+$11.3K	0.83%	24
2025 Q3	$2.89M	Buy	36,654 +7	+0%	+$550	0.85%	25
2025 Q2	$2.88M	Buy	36,647 +173	+0.5%	+$13.5K	0.89%	24
2025 Q1	$2.86M	Buy	36,474 +242	+0.7%	+$18.8K	0.97%	23
2024 Q4	$2.8M	Buy	36,232 +660	+2%	+$51.2K	0.94%	22
2024 Q3	$2.8M	Sell	35,572 -81	-0.2%	-$6.31K	0.94%	23
2024 Q2	$2.73M	Buy	35,653 +843	+2%	+$64.3K	1%	22
2024 Q1	$2.67M	Sell	34,810 -339	-1%	-$26K	0.98%	23
2023 Q4	$2.71M	Buy	35,149 +682	+2%	+$51.6K	1.05%	22
2023 Q3	$2.59M	Sell	34,467 -267	-0.8%	-$20.1K	1.09%	21
2023 Q2	$2.62M	Sell	34,734 -793	-2%	-$60.4K	1.07%	21
2023 Q1	$2.72M	Sell	35,527 -523	-1%	-$39.6K	1.2%	21
2022 Q4	$2.71M	Buy	36,050 +6,231	+21%	+$467K	1.28%	21
2022 Q3	$2.23M	Buy	29,819 +5,865	+24%	+$448K	1.13%	21
2022 Q2	$1.84M	Buy	23,954 +18,857	+370%	+$1.45M	0.88%	22
2022 Q1	$397K	Buy	+5,097	New	+$405K	0.17%	52

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

FC Advisory's BSV Position: Q3 2026 in Review

FC Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.29% in Q3 2026, buying an estimated $8.5K and bringing the position to 37,495 shares worth $2.86M. The position accounts for 0.75% of the portfolio, ranked #28.

FC Advisory first reported a position in BSV in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.91M in Q2 2026. 289 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

FC Advisory held 37,495 shares of Vanguard Short-Term Bond ETF worth $2.86M as of Q3 2026.
FC Advisory bought 110 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $8.5K.
Vanguard Short-Term Bond ETF made up 0.75% of FC Advisory's portfolio in Q3 2026, its #28 holding.
FC Advisory first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 19 quarters since.
FC Advisory's Vanguard Short-Term Bond ETF position peaked at $2.91M in Q2 2026.
289 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.