Forthright Family Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Forthright Family Wealth Advisory’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	$360K	Sell	4,618 -5,907	-56%	-$461K	0.2%	38
2026 Q1	$807K	Buy	10,525 +5,018	+91%	+$395K	0.54%	33
2025 Q4	$434K	Buy	5,507 +289	+6%	+$22.8K	0.27%	35
2025 Q3	$412K	Buy	5,218 +90	+2%	+$7.08K	0.25%	44
2025 Q2	$404K	Sell	5,128 -3,221	-39%	-$252K	0.26%	38
2025 Q1	$654K	Sell	8,349 -1,816	-18%	-$141K	0.43%	32
2024 Q4	$785K	Buy	10,165 +3,403	+50%	+$264K	0.51%	30
2024 Q3	$526K	Sell	6,762 -3,723	-36%	-$290K	0.34%	36
2024 Q2	$804K	Sell	10,485 -40	-0.4%	-$3.05K	0.52%	32
2024 Q1	$807K	Buy	10,525 +6,034	+134%	+$463K	0.54%	33
2023 Q4	$346K	Buy	+4,491	New	+$340K	0.27%	41

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Forthright Family Wealth Advisory's BSV Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 56% in Q2 2026, selling an estimated $461K and leaving 4,618 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #38.

Forthright Family Wealth Advisory first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $807K in Q1 2026. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Forthright Family Wealth Advisory held 4,618 shares of Vanguard Short-Term Bond ETF worth $360K as of Q2 2026.
Forthright Family Wealth Advisory sold 5,907 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $461K.
Vanguard Short-Term Bond ETF made up 0.2% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #38 holding.
Forthright Family Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $807K in Q1 2026.
683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.