Hershey Financial Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hershey Financial Advisers’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 Q1	$1.42M	Buy	18,066 +4,610	+34%	+$363K	1.22%	33
2025 Q4	$1.06M	Sell	13,456 -7,213	-35%	-$569K	0.9%	51
2025 Q3	$1.63M	Sell	20,669 -12,761	-38%	-$1M	1.4%	30
2025 Q2	$2.63M	Buy	+33,430	New	+$2.61M	2.36%	13
2024 Q4	$1.78M	Buy	+23,034	New	+$1.79M	1.57%	21

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hershey Financial Advisers's BSV Position: Q1 2026 in Review

Hershey Financial Advisers increased its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q1 2026, buying an estimated $363K and bringing the position to 18,066 shares worth $1.42M. The position accounts for 1.22% of the portfolio, ranked #33.

Hershey Financial Advisers first reported a position in BSV in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.63M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Hershey Financial Advisers held 18,066 shares of Vanguard Short-Term Bond ETF worth $1.42M as of Q1 2026.
Hershey Financial Advisers bought 4,610 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $363K.
Vanguard Short-Term Bond ETF made up 1.22% of Hershey Financial Advisers's portfolio in Q1 2026, its #33 holding.
Hershey Financial Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 5 quarters since.
Hershey Financial Advisers's Vanguard Short-Term Bond ETF position peaked at $2.63M in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.