FAG
BSV icon

Fortitude Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fortitude Advisory Group’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 		$260K Buy
+3,334
New +$260K 0.1% 177
2022
Q2 		– Sell
-525
Closed -$41K – 356
2022
Q1 		$41K Hold
525
– – 0.02% 597
2021
Q4 		$42K Buy
+525
New +$42.7K 0.02% 595

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Fortitude Advisory Group's BSV Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,334 shares worth $260K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in BSV as recently as Q1 2022.

Fortitude Advisory Group first reported a position in BSV in Q4 2021 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fortitude Advisory Group held 3,334 shares of Vanguard Short-Term Bond ETF worth $260K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new Fortitude Advisory Group position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #177 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.