GWM
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Gilpin Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gilpin 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 		$98.6K Buy
1,291
+11
+0.9% +$850 0.07% 192
2026
Q2 		$99.7K Sell
1,280
-60
-4% -$4.68K 0.07% 183
2026
Q1 		$105K Sell
1,340
-90
-6% -$7.09K 0.08% 167
2025
Q4 		$113K Buy
+1,430
New +$113K 0.09% 151

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

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

Gilpin Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.86% in Q3 2026, buying an estimated $850 and bringing the position to 1,291 shares worth $98.6K. The position accounts for 0.07% of the portfolio, ranked #192.

Gilpin Wealth Management first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $113K in Q4 2025. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Gilpin Wealth Management held 1,291 shares of Vanguard Short-Term Bond ETF worth $98.6K as of Q3 2026.
  • Gilpin Wealth Management bought 11 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $850.
  • Vanguard Short-Term Bond ETF made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard Short-Term Bond ETF position peaked at $113K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.