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

Fonville Wealth Management’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	$4.41M	Sell	56,661 -4,776	-8%	-$373K	0.72%	33
2026 Q1	$4.82M	Sell	61,437 -108	-0.2%	-$8.5K	0.92%	29
2025 Q4	$4.85M	Sell	61,545 -266	-0.4%	-$21K	0.99%	27
2025 Q3	$4.88M	Buy	61,811 +3,551	+6%	+$279K	1.1%	26
2025 Q2	$4.59M	Buy	58,260 +3,574	+7%	+$279K	1.16%	27
2025 Q1	$4.28M	Sell	54,686 -2,308	-4%	-$179K	1.26%	25
2024 Q4	$4.4M	Sell	56,994 -996	-2%	-$77.3K	1.45%	23
2024 Q3	$4.56M	Buy	57,990 +622	+1%	+$48.5K	1.58%	23
2024 Q2	$4.4M	Buy	57,368 +6,185	+12%	+$472K	1.74%	21
2024 Q1	$3.92M	Buy	51,183 +5,864	+13%	+$450K	1.74%	19
2023 Q4	$3.49M	Buy	+45,319	New	+$3.43M	1.85%	18

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fonville Wealth Management's BSV Position: Q2 2026 in Review

Fonville Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.8% in Q2 2026, selling an estimated $373K and leaving 56,661 shares worth $4.41M. The position accounts for 0.72% of the portfolio, ranked #33.

Fonville Wealth Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Fonville Wealth Management held 56,661 shares of Vanguard Short-Term Bond ETF worth $4.41M as of Q2 2026.
Fonville Wealth Management sold 4,776 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $373K.
Vanguard Short-Term Bond ETF made up 0.72% of Fonville Wealth Management's portfolio in Q2 2026, its #33 holding.
Fonville Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.88M in Q3 2025.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.