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 Q3	$1.38M	Buy	17,930 +894	+5%	+$69.1K	0.3%	77
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Guidance Capital's BSV Position: Q3 2026 in Review

Guidance Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q3 2026, buying an estimated $69.1K and bringing the position to 17,930 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #77.

Guidance Capital first reported a position in BSV in Q2 2023 and has held it in 14 quarters since. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Guidance Capital held 17,930 shares of Vanguard Short-Term Bond ETF worth $1.38M as of Q3 2026.
Guidance Capital bought 894 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $69.1K.
Vanguard Short-Term Bond ETF made up 0.3% of Guidance Capital's portfolio in Q3 2026, its #77 holding.
Guidance Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 14 quarters since.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.