Graves Light Lenhart Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Graves Light Lenhart Wealth’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	$24.8M	Buy	318,097 +12,198	+4%	+$952K	2.31%	12
2026 Q1	$24M	Buy	305,899 +10,725	+4%	+$844K	2.5%	12
2025 Q4	$23.3M	Buy	295,174 +17,242	+6%	+$1.36M	2.47%	12
2025 Q3	$21.9M	Buy	277,932 +10,932	+4%	+$860K	2.43%	12
2025 Q2	$21M	Buy	267,000 +7,204	+3%	+$563K	2.5%	12
2025 Q1	$20.3M	Buy	259,796 +6,797	+3%	+$528K	2.5%	13
2024 Q4	$19.5M	Buy	252,999 +15,212	+6%	+$1.18M	2.43%	13
2024 Q3	$18.7M	Buy	237,787 +2,227	+0.9%	+$173K	2.3%	13
2024 Q2	$18M	Sell	235,560 -6,615	-3%	-$505K	2.06%	15
2024 Q1	$18.6M	Buy	242,175 +4,544	+2%	+$349K	2.15%	13
2023 Q4	$18.3M	Sell	237,631 -2,926	-1%	-$221K	2.27%	13
2023 Q3	$18M	Sell	240,557 -36,632	-13%	-$2.76M	2.45%	13
2023 Q2	$20.9M	Buy	277,189 +5,905	+2%	+$450K	2.83%	12
2023 Q1	$20.8M	Buy	271,284 +18,941	+8%	+$1.44M	3.21%	11
2022 Q4	$19M	Sell	252,343 -79,584	-24%	-$5.97M	2.92%	12
2022 Q3	$24.8M	Sell	331,927 -31,568	-9%	-$2.41M	4.14%	6
2022 Q2	$27.9M	Buy	363,495 +2,051	+0.6%	+$158K	4.26%	3
2022 Q1	$28.2M	Buy	361,444 +8,544	+2%	+$678K	3.93%	4
2021 Q4	$28.5M	Sell	352,900 -9,094	-3%	-$740K	4.06%	4
2021 Q3	$29.7M	Sell	361,994 -9,182	-2%	-$755K	4.68%	2
2021 Q2	$30.5M	Buy	371,176 +3,092	+0.8%	+$254K	4.89%	2
2021 Q1	$30.3M	Buy	368,084 +11,231	+3%	+$927K	5.18%	1
2020 Q4	$29.6M	Buy	356,853 +22,570	+7%	+$1.87M	5.52%	1
2020 Q3	$27.8M	Buy	334,283 +46,060	+16%	+$3.83M	6.14%	1
2020 Q2	$24M	Buy	288,223 +44,425	+18%	+$3.67M	5.61%	1
2020 Q1	$20M	Buy	243,798 +34,327	+16%	+$2.79M	5.4%	1
2019 Q4	$16.9M	Buy	209,471 +14,819	+8%	+$1.2M	3.55%	6
2019 Q3	$15.8M	Buy	194,652 +16,724	+9%	+$1.35M	3.48%	6
2019 Q2	$14.3M	Buy	177,928 +8,450	+5%	+$674K	3.43%	7
2019 Q1	$13.5M	Buy	169,478 +14,343	+9%	+$1.13M	3.44%	8
2018 Q4	$12.2M	Buy	+155,135	New	+$12.1M	3.58%	6

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Graves Light Lenhart Wealth's BSV Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, buying an estimated $952K and bringing the position to 318,097 shares worth $24.8M. The position accounts for 2.31% of the portfolio, ranked #12.

Graves Light Lenhart Wealth first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $30.5M in Q2 2021. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Graves Light Lenhart Wealth held 318,097 shares of Vanguard Short-Term Bond ETF worth $24.8M as of Q2 2026.
Graves Light Lenhart Wealth bought 12,198 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $952K.
Vanguard Short-Term Bond ETF made up 2.31% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #12 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Vanguard Short-Term Bond ETF position peaked at $30.5M in Q2 2021.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.