HWA
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HCR Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HCR 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 		$508K Buy
6,526
+14
+0.2% +$1.09K 0.05% 158
2026
Q1 		$511K Sell
6,512
-2,032
-24% -$160K 0.05% 150
2025
Q4 		$673K Buy
8,544
+18
+0.2% +$1.42K 0.07% 133
2025
Q3 		$672K Buy
8,526
+586
+7% +$46.1K 0.07% 128
2025
Q2 		$625K Hold
7,940
– – 0.07% 126
2025
Q1 		$622K Hold
7,940
– – 0.08% 125
2024
Q4 		$614K Hold
7,940
– – 0.08% 123
2024
Q3 		$625K Hold
7,940
– – 0.08% 125
2024
Q2 		$609K Sell
7,940
-248
-3% -$18.9K 0.09% 120
2024
Q1 		$628K Sell
8,188
-1,060
-11% -$81.3K 0.1% 118
2023
Q4 		$712K Buy
9,248
+1,420
+18% +$107K 0.11% 106
2023
Q3 		$588K Sell
7,828
-1,348
-15% -$102K 0.13% 97
2023
Q2 		$693K Hold
9,176
– – 0.13% 95
2023
Q1 		$702K Sell
9,176
-152
-2% -$11.5K 0.14% 97
2022
Q4 		$702K Sell
9,328
-2,000
-18% -$150K 0.15% 94
2022
Q3 		$848K Hold
11,328
– – 0.18% 81
2022
Q2 		$870K Sell
11,328
-1,700
-13% -$131K 0.17% 88
2022
Q1 		$1.01M Sell
13,028
-1,265
-9% -$100K 0.17% 96
2021
Q4 		$1.16M Hold
14,293
– – 0.18% 95
2021
Q3 		$1.17M Buy
14,293
+2,248
+19% +$185K 0.2% 94
2021
Q2 		$990K Sell
12,045
-6,150
-34% -$506K 0.17% 100
2021
Q1 		$1.5M Buy
18,195
+4,482
+33% +$370K 0.3% 75
2020
Q4 		$1.14M Buy
13,713
+12,520
+1,049% +$1.04M 0.24% 84
2020
Q3 		$99K Hold
1,193
– – 0.02% 167
2020
Q2 		$99K Buy
+1,193
New +$98.7K 0.02% 163

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return