FF
BSV icon

Frankly Finances’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Frankly Finances’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 		$14M Buy
179,877
+8,507
+5% +$664K 11.08% 2
2026
Q1 		$13.4M Buy
171,370
+5,588
+3% +$440K 12.16% 1
2025
Q4 		$13.1M Buy
+165,782
New +$13.1M 12.39% 1

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Frankly Finances's BSV Position: Q2 2026 in Review

Frankly Finances increased its Vanguard Short-Term Bond ETF (BSV) stake by 5% in Q2 2026, buying an estimated $664K and bringing the position to 179,877 shares worth $14M. The position accounts for 11.08% of the portfolio, ranked #2.

Frankly Finances first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 992 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Frankly Finances held 179,877 shares of Vanguard Short-Term Bond ETF worth $14M as of Q2 2026.
  • Frankly Finances bought 8,507 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $664K.
  • Vanguard Short-Term Bond ETF made up 11.08% of Frankly Finances's portfolio in Q2 2026, its #2 holding.
  • Frankly Finances first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 992 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.