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

Foster 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 Q3	$3.8M	Buy	49,783 +1,940	+4%	+$150K	0.1%	62
2026 Q2	$3.73M	Buy	47,843 +1,024	+2%	+$79.9K	0.1%	63
2026 Q1	$3.67M	Buy	46,819 +706	+2%	+$55.6K	0.11%	57
2025 Q4	$3.63M	Buy	46,113 +2,518	+6%	+$199K	0.11%	57
2025 Q3	$3.44M	Buy	43,595 +4,136	+10%	+$325K	0.11%	57
2025 Q2	$3.11M	Buy	39,459 +869	+2%	+$67.9K	0.11%	61
2025 Q1	$3.02M	Buy	38,590 +17,095	+80%	+$1.33M	0.11%	56
2024 Q4	$1.66M	Buy	21,495 +1,740	+9%	+$135K	0.06%	68
2024 Q3	$1.55M	Buy	19,755 +159	+0.8%	+$12.4K	0.06%	72
2024 Q2	$1.5M	Buy	19,596 +2,727	+16%	+$208K	0.06%	75
2024 Q1	$1.29M	Buy	16,869 +9,835	+140%	+$754K	0.06%	75
2023 Q4	$529K	Hold	7,034	–	–	0.03%	102
2023 Q3	$529K	Buy	7,034 +1,314	+23%	+$99.1K	0.03%	102
2023 Q2	$432K	Buy	5,720 +2,001	+54%	+$153K	0.03%	116
2023 Q1	$284K	Sell	3,719 -1,909	-34%	-$145K	0.02%	136
2022 Q4	$424K	Sell	5,628 -4,049	-42%	-$304K	0.03%	105
2022 Q3	$724K	Sell	9,677 -42,042	-81%	-$3.21M	0.06%	72
2022 Q2	$3.97M	Buy	51,719 +31,274	+153%	+$2.41M	0.28%	33
2022 Q1	$1.59M	Buy	20,445 +8,623	+73%	+$685K	0.13%	44
2021 Q4	$956K	Sell	11,822 -1,913	-14%	-$156K	0.08%	59
2021 Q3	$1.12M	Buy	13,735 +8,948	+187%	+$735K	0.11%	49
2021 Q2	$393K	Sell	4,787 -5,021	-51%	-$413K	0.05%	100
2021 Q1	$806K	Buy	+9,808	New	+$810K	0.12%	52

Other funds holding BSV

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

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

RCI

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

IWM

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

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Foster Group's BSV Position: Q3 2026 in Review

Foster Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.1% in Q3 2026, buying an estimated $150K and bringing the position to 49,783 shares worth $3.8M. The position accounts for 0.1% of the portfolio, ranked #62.

Foster Group first reported a position in BSV in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.97M in Q2 2022. 282 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Foster Group held 49,783 shares of Vanguard Short-Term Bond ETF worth $3.8M as of Q3 2026.
Foster Group bought 1,940 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $150K.
Vanguard Short-Term Bond ETF made up 0.1% of Foster Group's portfolio in Q3 2026, its #62 holding.
Foster Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 23 quarters since.
Foster Group's Vanguard Short-Term Bond ETF position peaked at $3.97M in Q2 2022.
282 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.