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 Q3	$19.6M	Buy	256,470 +30,366	+13%	+$2.35M	5.67%	2
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Forza Wealth Management's BSV Position: Q3 2026 in Review

Forza Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q3 2026, buying an estimated $2.35M and bringing the position to 256,470 shares worth $19.6M. The position accounts for 5.67% of the portfolio, ranked #2.

Forza Wealth Management first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. 508 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Forza Wealth Management held 256,470 shares of Vanguard Short-Term Bond ETF worth $19.6M as of Q3 2026.
Forza Wealth Management bought 30,366 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $2.35M.
Vanguard Short-Term Bond ETF made up 5.67% of Forza Wealth Management's portfolio in Q3 2026, its #2 holding.
Forza Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
508 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.