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Hickory Point Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hickory Point Bank & Trust’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 		$1.75M Buy
22,515
+3,300
+17% +$258K 1.06% 19
2026
Q1 		$1.51M Buy
19,215
+5,115
+36% +$403K 0.99% 21
2025
Q4 		$1.11M Buy
14,100
+2,500
+22% +$197K 0.81% 27
2025
Q3 		$915K Buy
11,600
+2,300
+25% +$181K 0.68% 30
2025
Q2 		$732K Buy
9,300
+100
+1% +$7.82K 0.59% 36
2025
Q1 		$720K Hold
9,200
– – 0.63% 35
2024
Q4 		$711K Buy
+9,200
New +$714K 0.63% 30

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hickory Point Bank & Trust's BSV Position: Q2 2026 in Review

Hickory Point Bank & Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $258K and bringing the position to 22,515 shares worth $1.75M. The position accounts for 1.06% of the portfolio, ranked #19.

Hickory Point Bank & Trust first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Hickory Point Bank & Trust held 22,515 shares of Vanguard Short-Term Bond ETF worth $1.75M as of Q2 2026.
  • Hickory Point Bank & Trust bought 3,300 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $258K.
  • Vanguard Short-Term Bond ETF made up 1.06% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #19 holding.
  • Hickory Point Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.