Granite FO LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Granite FO LLC’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	$201K	Hold	2,628	–	–	0.11%	46
2026 Q2	$205K	Hold	2,628	–	–	0.11%	45
2026 Q1	$206K	Hold	2,628	–	–	0.12%	45
2025 Q4	$207K	Hold	2,628	–	–	0.11%	47
2025 Q3	$207K	Hold	2,628	–	–	0.11%	48
2025 Q2	$207K	Buy	2,628 +9	+0.3%	+$704	0.12%	47
2025 Q1	$205K	Buy	2,619 +15	+0.6%	+$1.16K	0.12%	48
2024 Q4	$201K	Buy	2,604 +31	+1%	+$2.41K	0.11%	50
2024 Q3	$202K	Buy	+2,573	New	+$200K	0.11%	50
2024 Q2	–	Sell	-2,581	Closed	-$202K	–	78
2024 Q1	$202K	Buy	2,581 +64	+3%	+$4.91K	0.12%	52
2023 Q4	$194K	Buy	2,517 +24	+1%	+$1.82K	0.13%	53
2023 Q3	$187K	Buy	2,493 +16	+0.6%	+$1.21K	0.13%	52
2023 Q2	$187K	Buy	2,477 +10	+0.4%	+$762	0.13%	52
2023 Q1	$189K	Buy	2,467 +20	+0.8%	+$1.52K	0.12%	77
2022 Q4	$185K	Buy	+2,447	New	+$184K	0.14%	46

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Granite FO LLC's BSV Position: Q3 2026 in Review

Granite FO LLC held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 2,628 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #46.

Granite FO LLC first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $207K in Q3 2025. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Granite FO LLC held 2,628 shares of Vanguard Short-Term Bond ETF worth $201K as of Q3 2026.
Granite FO LLC left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Granite FO LLC's portfolio in Q3 2026, its #46 holding.
Granite FO LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's Vanguard Short-Term Bond ETF position peaked at $207K in Q3 2025.
607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.