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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Advisors Inc's BSV Position: Q1 2026 in Review

Fiduciary Advisors Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.35% in Q1 2026, selling an estimated $6.85K and leaving 24,889 shares worth $1.95M. The position accounts for 1.47% of the portfolio, ranked #19.

Fiduciary Advisors Inc first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Fiduciary Advisors Inc held 24,889 shares of Vanguard Short-Term Bond ETF worth $1.95M as of Q1 2026.
Fiduciary Advisors Inc sold 87 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.85K.
Vanguard Short-Term Bond ETF made up 1.47% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #19 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Fiduciary Advisors Inc's Vanguard Short-Term Bond ETF position peaked at $2.2M in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.