FHC
BSV icon

Fort Henry Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fort Henry Capital’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 		$19.4M Buy
248,902
+7,553
+3% +$589K 10.68% 4
2026
Q1 		$18.9M Buy
241,349
+10,210
+4% +$804K 11.44% 4
2025
Q4 		$18.2M Buy
231,139
+7,958
+4% +$628K 11.16% 4
2025
Q3 		$17.6M Buy
223,181
+1,634
+0.7% +$128K 11.19% 4
2025
Q2 		$17.4M Sell
221,547
-393
-0.2% -$30.7K 11.72% 4
2025
Q1 		$17.4M Sell
221,940
-2,949
-1% -$229K 12.48% 3
2024
Q4 		$17.4M Sell
224,889
-10,037
-4% -$779K 12.43% 4
2024
Q3 		$18.5M Sell
234,926
-59,004
-20% -$4.6M 12.58% 4
2024
Q2 		$22.5M Buy
293,930
+4,166
+1% +$318K 16.23% 3
2024
Q1 		$22.2M Buy
289,764
+11,681
+4% +$896K 16.39% 3
2023
Q4 		$21.4M Buy
278,083
+4,103
+1% +$311K 16.56% 2
2023
Q3 		$20.6M Sell
273,980
-7,372
-3% -$556K 17.62% 2
2023
Q2 		$21.3M Buy
281,352
+743
+0.3% +$56.6K 17.12% 2
2023
Q1 		$21.5M Buy
280,609
+22,529
+9% +$1.71M 17.97% 2
2022
Q4 		$19.4M Sell
258,080
-15,965
-6% -$1.2M 17.58% 2
2022
Q3 		$20.5M Buy
274,045
+386
+0.1% +$29.5K 19.96% 2
2022
Q2 		$21M Buy
273,659
+1,351
+0.5% +$104K 19.61% 2
2022
Q1 		$21.3M Buy
272,308
+1,138
+0.4% +$90.3K 18.35% 2
2021
Q4 		$21.9M Buy
271,170
+8,774
+3% +$714K 18.28% 2
2021
Q3 		$21.5M Buy
262,396
+1,613
+0.6% +$133K 18.92% 2
2021
Q2 		$21.4M Buy
260,783
+8,562
+3% +$704K 18.83% 2
2021
Q1 		$20.7M Buy
252,221
+3,649
+1% +$301K 19.63% 2
2020
Q4 		$20.6M Buy
+248,572
New +$20.6M 20.59% 2

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

Fort Henry Capital's BSV Position: Q2 2026 in Review

Fort Henry Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q2 2026, buying an estimated $589K and bringing the position to 248,902 shares worth $19.4M. The position accounts for 10.68% of the portfolio, ranked #4.

Fort Henry Capital first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.5M in Q2 2024. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fort Henry Capital held 248,902 shares of Vanguard Short-Term Bond ETF worth $19.4M as of Q2 2026.
  • Fort Henry Capital bought 7,553 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $589K.
  • Vanguard Short-Term Bond ETF made up 10.68% of Fort Henry Capital's portfolio in Q2 2026, its #4 holding.
  • Fort Henry Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Fort Henry Capital's Vanguard Short-Term Bond ETF position peaked at $22.5M in Q2 2024.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fort Henry Capital's 13F filing for Q2 2026, filed 15 Jul 2026.