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Fiduciary Advisors Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fiduciary Advisors 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 		$1.86M Sell
23,902
-987
-4% -$77K 1.25% 21
2026
Q1 		$1.95M Sell
24,889
-87
-0.3% -$6.85K 1.47% 19
2025
Q4 		$1.97M Sell
24,976
-2,963
-11% -$234K 1.5% 19
2025
Q3 		$2.2M Buy
27,939
+5,434
+24% +$427K 1.78% 18
2025
Q2 		$1.77M Sell
22,505
-1,670
-7% -$131K 1.56% 18
2025
Q1 		$1.89M Buy
24,175
+2,530
+12% +$196K 1.87% 18
2024
Q4 		$1.67M Buy
+21,645
New +$1.68M 1.68% 18

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fiduciary Advisors Inc's BSV Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, selling an estimated $77K and leaving 23,902 shares worth $1.86M. The position accounts for 1.25% of the portfolio, ranked #21.

Fiduciary Advisors Inc first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fiduciary Advisors Inc held 23,902 shares of Vanguard Short-Term Bond ETF worth $1.86M as of Q2 2026.
  • Fiduciary Advisors Inc sold 987 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $77K.
  • Vanguard Short-Term Bond ETF made up 1.25% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #21 holding.
  • Fiduciary Advisors Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Advisors Inc's Vanguard Short-Term Bond ETF position peaked at $2.2M in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.