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

Harpswell Capital 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 Q3	$13.6M	Buy	177,623 +148,432	+508%	+$11.5M	8.9%	2
2026 Q2	$2.27M	Buy	29,191 +1,685	+6%	+$131K	1.46%	12
2026 Q1	$2.16M	Buy	27,506 +10,344	+60%	+$814K	1.61%	12
2025 Q4	$1.35M	Buy	+17,162	New	+$1.35M	1.07%	16

Other funds holding BSV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Harpswell Capital Advisors's BSV Position: Q3 2026 in Review

Harpswell Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 508% in Q3 2026, buying an estimated $11.5M and bringing the position to 177,623 shares worth $13.6M. The position accounts for 8.9% of the portfolio, ranked #2.

Harpswell Capital Advisors first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Harpswell Capital Advisors held 177,623 shares of Vanguard Short-Term Bond ETF worth $13.6M as of Q3 2026.
Harpswell Capital Advisors bought 148,432 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $11.5M.
Vanguard Short-Term Bond ETF made up 8.9% of Harpswell Capital Advisors's portfolio in Q3 2026, its #2 holding.
Harpswell Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.