Fedenia Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fedenia Advisers’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	$727K	Sell	9,328 -4,263	-31%	-$333K	0.17%	69
2026 Q1	$1.07M	Sell	13,591 -34,992	-72%	-$2.76M	0.79%	23
2025 Q4	$3.83M	Buy	48,583 +2,772	+6%	+$219K	1.47%	13
2025 Q3	$3.61M	Buy	45,811 +5,351	+13%	+$421K	1.44%	16
2025 Q2	$3.18M	Buy	40,460 +333	+0.8%	+$26K	1.51%	14
2025 Q1	$3.14M	Sell	40,127 -519	-1%	-$40.3K	2.04%	10
2024 Q4	$3.14M	Buy	+40,646	New	+$3.15M	1.84%	14

Other funds holding BSV

SFA

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

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

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 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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Fedenia Advisers's BSV Position: Q2 2026 in Review

Fedenia Advisers reduced its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2026, selling an estimated $333K and leaving 9,328 shares worth $727K. The position accounts for 0.17% of the portfolio, ranked #69.

Fedenia Advisers first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q4 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Fedenia Advisers held 9,328 shares of Vanguard Short-Term Bond ETF worth $727K as of Q2 2026.
Fedenia Advisers sold 4,263 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $333K.
Vanguard Short-Term Bond ETF made up 0.17% of Fedenia Advisers's portfolio in Q2 2026, its #69 holding.
Fedenia Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's Vanguard Short-Term Bond ETF position peaked at $3.83M in Q4 2025.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.