Guidance Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Guidance Capital’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	$1.32M	Buy	17,036 +1,162	+7%	+$90.7K	0.28%	85
2026 Q1	$1.24M	Buy	15,874 +905	+6%	+$71.3K	0.28%	89
2025 Q4	$1.18M	Buy	14,969 +689	+5%	+$54.4K	0.29%	83
2025 Q3	$1.13M	Buy	14,280 +1,691	+13%	+$133K	0.3%	80
2025 Q2	$990K	Buy	12,589 +186	+1%	+$14.5K	0.28%	82
2025 Q1	$969K	Buy	12,403 +642	+5%	+$49.8K	0.3%	73
2024 Q4	$910K	Buy	11,761 +696	+6%	+$54K	0.28%	76
2024 Q3	$864K	Buy	11,065 +1,703	+18%	+$133K	0.27%	90
2024 Q2	$727K	Sell	9,362 -1,104	-11%	-$84.2K	0.24%	98
2024 Q1	$794K	Buy	10,466 +1,996	+24%	+$153K	0.29%	73
2023 Q4	$651K	Buy	8,470 +579	+7%	+$43.8K	0.26%	86
2023 Q3	$589K	Buy	7,891 +916	+13%	+$69.1K	0.26%	69
2023 Q2	$526K	Buy	+6,975	New	+$532K	0.23%	87

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

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

FFA

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

Guidance Capital's BSV Position: Q2 2026 in Review

Guidance Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q2 2026, buying an estimated $90.7K and bringing the position to 17,036 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #85.

Guidance Capital first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Guidance Capital held 17,036 shares of Vanguard Short-Term Bond ETF worth $1.32M as of Q2 2026.
Guidance Capital bought 1,162 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $90.7K.
Vanguard Short-Term Bond ETF made up 0.28% of Guidance Capital's portfolio in Q2 2026, its #85 holding.
Guidance Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.