FWM
BSV icon

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

Forza 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 		$17.6M Buy
226,104
+114,461
+103% +$8.93M 5.4% 1
2026
Q1 		$8.75M Buy
111,643
+2,025
+2% +$159K 3.05% 4
2025
Q4 		$8.64M Buy
109,618
+19,355
+21% +$1.53M 3.12% 3
2025
Q3 		$7.12M Buy
90,263
+13,989
+18% +$1.1M 2.73% 3
2025
Q2 		$6M Sell
76,274
-2,450
-3% -$192K 2.46% 4
2025
Q1 		$6.16M Buy
78,724
+1,600
+2% +$124K 2.77% 4
2024
Q4 		$5.96M Sell
77,124
-1,103
-1% -$85.6K 2.72% 5
2024
Q3 		$6.16M Buy
78,227
+6,260
+9% +$488K 2.82% 4
2024
Q2 		$5.52M Buy
71,967
+925
+1% +$70.6K 2.85% 4
2024
Q1 		$5.45M Sell
71,042
-220
-0.3% -$16.9K 2.83% 4
2023
Q4 		$5.49M Buy
71,262
+27,175
+62% +$2.06M 3.03% 3
2023
Q3 		$3.31M Buy
44,087
+1,125
+3% +$84.8K 1.71% 9
2023
Q2 		$3.25M Sell
42,962
-2,125
-5% -$162K 1.63% 10
2023
Q1 		$3.45M Sell
45,087
-975
-2% -$73.9K 1.78% 8
2022
Q4 		$3.47M Buy
+46,062
New +$3.46M 2.3% 7

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Forza Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 103% in Q2 2026, buying an estimated $8.93M and bringing the position to 226,104 shares worth $17.6M. The position accounts for 5.4% of the portfolio, ranked #1.

Forza Wealth Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Forza Wealth Management held 226,104 shares of Vanguard Short-Term Bond ETF worth $17.6M as of Q2 2026.
  • Forza Wealth Management bought 114,461 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.93M.
  • Vanguard Short-Term Bond ETF made up 5.4% of Forza Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Forza Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.