Harfst & Associates
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Harfst & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harfst & Associates’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 		$14.8M Buy
194,224
+5,780
+3% +$447K 2.22% 9
2026
Q2 		$14.7M Buy
188,444
+68,251
+57% +$5.33M 2.28% 8
2026
Q1 		$9.42M Buy
120,193
+112,300
+1,423% +$8.84M 1.68% 9
2025
Q4 		$622K Buy
+7,893
New +$623K 0.11% 87
2021
Q2 		– Sell
-12,000
Closed -$986K – 139
2021
Q1 		$986K Buy
+12,000
New +$991K 0.3% 68
2017
Q3 		– Sell
-45
Closed -$3K – 99
2017
Q2 		$3K Sell
45
-3,225
-99% -$258K ﹤0.01% 217
2017
Q1 		$260K Sell
3,270
-1,172
-26% -$93.3K 0.11% 56
2016
Q4 		$352K Buy
4,442
+732
+20% +$58.6K 0.18% 39
2016
Q3 		$299K Sell
3,710
-3,370
-48% -$272K 0.16% 54
2016
Q2 		$573K Buy
7,080
+2,650
+60% +$214K 0.23% 69
2016
Q1 		$357K Sell
4,430
-3,120
-41% -$250K 0.23% 40
2015
Q4 		$600K Buy
7,550
+5,050
+202% +$404K 0.24% 68
2015
Q3 		$201K Hold
2,500
– – 0.09% 93
2015
Q2 		$200K Buy
+2,500
New +$201K 0.11% 73

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Harfst & Associates's BSV Position: Q3 2026 in Review

Harfst & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q3 2026, buying an estimated $447K and bringing the position to 194,224 shares worth $14.8M. The position accounts for 2.22% of the portfolio, ranked #9.

Harfst & Associates first reported a position in BSV in Q2 2015 and has held it in 14 quarters since. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Harfst & Associates held 194,224 shares of Vanguard Short-Term Bond ETF worth $14.8M as of Q3 2026.
  • Harfst & Associates bought 5,780 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $447K.
  • Vanguard Short-Term Bond ETF made up 2.22% of Harfst & Associates's portfolio in Q3 2026, its #9 holding.
  • Harfst & Associates first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 14 quarters since.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.