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

FSA Investment 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
Q2 		$744K Buy
9,548
+725
+8% +$56.6K 0.24% 28
2026
Q1 		$692K Buy
8,823
+57
+0.7% +$4.49K 0.28% 22
2025
Q4 		$691K Buy
8,766
+23
+0.3% +$1.81K 0.42% 16
2025
Q3 		$689K Buy
8,743
+1,441
+20% +$113K 0.43% 18
2025
Q2 		$575K Buy
7,302
+1,121
+18% +$87.6K 0.43% 10
2025
Q1 		$484K Buy
6,181
+37
+0.6% +$2.87K 0.41% 16
2024
Q4 		$473K Buy
+6,144
New +$477K 0.41% 14

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

FSA Investment Group's BSV Position: Q2 2026 in Review

FSA Investment Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.2% in Q2 2026, buying an estimated $56.6K and bringing the position to 9,548 shares worth $744K. The position accounts for 0.24% of the portfolio, ranked #28.

FSA Investment Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • FSA Investment Group held 9,548 shares of Vanguard Short-Term Bond ETF worth $744K as of Q2 2026.
  • FSA Investment Group bought 725 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $56.6K.
  • Vanguard Short-Term Bond ETF made up 0.24% of FSA Investment Group's portfolio in Q2 2026, its #28 holding.
  • FSA Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.