Grey Fox Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Grey Fox Wealth Advisors’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	$1.6M	Sell	20,475 -1,625	-7%	-$127K	0.25%	55
2026 Q1	$1.73M	Buy	22,100 +3,084	+16%	+$243K	0.33%	45
2025 Q4	$1.5M	Sell	19,016 -4,554	-19%	-$359K	0.31%	50
2025 Q3	$1.86M	Sell	23,570 -248	-1%	-$19.5K	0.38%	42
2025 Q2	$1.87M	Sell	23,818 -1,328	-5%	-$104K	0.45%	38
2025 Q1	$1.97M	Sell	25,146 -1,537	-6%	-$119K	0.53%	31
2024 Q4	$2.06M	Buy	26,683 +1,877	+8%	+$146K	0.57%	29
2024 Q3	$1.95M	Sell	24,806 -1,889	-7%	-$147K	0.54%	29
2024 Q2	$2.05M	Sell	26,695 -2,115	-7%	-$161K	0.72%	25
2024 Q1	$2.21M	Sell	28,810 -263	-0.9%	-$20.2K	0.83%	23
2023 Q4	$2.24M	Sell	29,073 -877	-3%	-$66.4K	0.97%	22
2023 Q3	$2.25M	Buy	+29,950	New	+$2.26M	1.13%	23
2023 Q2	–	Sell	-1,669	Closed	-$128K	–	157
2023 Q1	$128K	Buy	1,669 +105	+7%	+$7.96K	0.08%	117
2022 Q4	$118K	Buy	+1,564	New	+$117K	0.08%	120

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MWA

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

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

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

Grey Fox Wealth Advisors's BSV Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.4% in Q2 2026, selling an estimated $127K and leaving 20,475 shares worth $1.6M. The position accounts for 0.25% of the portfolio, ranked #55.

Grey Fox Wealth Advisors first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2023. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Grey Fox Wealth Advisors held 20,475 shares of Vanguard Short-Term Bond ETF worth $1.6M as of Q2 2026.
Grey Fox Wealth Advisors sold 1,625 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $127K.
Vanguard Short-Term Bond ETF made up 0.25% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Grey Fox Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Grey Fox Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.25M in Q3 2023.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.