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Foundation Wealth Management (Pennsylvania)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$7.41M Sell
95,085
-1,819
-2% -$142K 2.24% 12
2026
Q1 		$7.6M Sell
96,904
-1,302
-1% -$103K 2.68% 12
2025
Q4 		$7.74M Sell
98,206
-816
-0.8% -$64.4K 2.81% 12
2025
Q3 		$7.81M Sell
99,022
-4,717
-5% -$371K 3.03% 10
2025
Q2 		$8.16M Sell
103,739
-780
-0.7% -$61K 3.53% 7
2025
Q1 		$8.18M Sell
104,519
-998
-0.9% -$77.5K 3.89% 7
2024
Q4 		$8.15M Buy
+105,517
New +$8.19M 3.95% 6

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s BSV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, selling an estimated $142K and leaving 95,085 shares worth $7.41M. The position accounts for 2.24% of the portfolio, ranked #12.

Foundation Wealth Management (Pennsylvania) first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.18M in Q1 2025. 764 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 95,085 shares of Vanguard Short-Term Bond ETF worth $7.41M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 1,819 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Short-Term Bond ETF made up 2.24% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #12 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Vanguard Short-Term Bond ETF position peaked at $8.18M in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.