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

Fidato Wealth’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	$11.8M	Buy	154,543 +5,857	+4%	+$453K	6.41%	4
2026 Q2	$11.6M	Buy	148,686 +7,326	+5%	+$572K	6.77%	4
2026 Q1	$11.1M	Buy	141,360 +3,674	+3%	+$289K	7.2%	4
2025 Q4	$10.9M	Buy	137,686 +7,721	+6%	+$609K	6.93%	4
2025 Q3	$10.3M	Buy	129,965 +6,821	+6%	+$536K	6.74%	4
2025 Q2	$9.7M	Buy	123,144 +4,413	+4%	+$345K	6.93%	4
2025 Q1	$9.29M	Buy	118,731 +1,557	+1%	+$121K	7.11%	4
2024 Q4	$9.05M	Buy	117,174 +7,245	+7%	+$562K	6.79%	4
2024 Q3	$8.65M	Buy	109,929 +3,650	+3%	+$284K	6.95%	4
2024 Q2	$8.15M	Buy	106,279 +4,221	+4%	+$322K	7.2%	5
2024 Q1	$7.82M	Buy	102,058 +2,984	+3%	+$229K	7.02%	5
2023 Q4	$7.63M	Buy	+99,074	New	+$7.5M	7.28%	5
2022 Q4	$6.72M	Buy	89,322 +632	+0.7%	+$47.4K	8.44%	4
2022 Q3	$6.64M	Buy	88,690 +352	+0.4%	+$26.9K	9.07%	3
2022 Q2	$6.78M	Sell	88,338 -1,369	-2%	-$105K	8.85%	4
2022 Q1	$6.99M	Buy	89,707 +4,829	+6%	+$383K	7.62%	4
2021 Q4	$6.86M	Buy	+84,878	New	+$6.9M	7.3%	4

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Fidato Wealth's BSV Position: Q3 2026 in Review

Fidato Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q3 2026, buying an estimated $453K and bringing the position to 154,543 shares worth $11.8M. The position accounts for 6.41% of the portfolio, ranked #4.

Fidato Wealth first reported a position in BSV in Q4 2021 and has held it in 17 quarters since. 573 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Fidato Wealth held 154,543 shares of Vanguard Short-Term Bond ETF worth $11.8M as of Q3 2026.
Fidato Wealth bought 5,857 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $453K.
Vanguard Short-Term Bond ETF made up 6.41% of Fidato Wealth's portfolio in Q3 2026, its #4 holding.
Fidato Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
573 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.