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

Hillcrest 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	$813K	Buy	10,440 +66	+0.6%	+$5.15K	0.29%	36
2026 Q1	$813K	Hold	10,374	–	–	0.33%	30
2025 Q4	$818K	Sell	10,374 -500	-5%	-$39.4K	0.35%	29
2025 Q3	$858K	Sell	10,874 -1,600	-13%	-$126K	0.39%	27
2025 Q2	$982K	Sell	12,474 -1,000	-7%	-$78.2K	0.46%	25
2025 Q1	$1.05M	Sell	13,474 -3,550	-21%	-$276K	0.52%	25
2024 Q4	$1.32M	Sell	17,024 -550	-3%	-$42.7K	0.63%	24
2024 Q3	$1.38M	Hold	17,574	–	–	0.69%	22
2024 Q2	$1.35M	Hold	17,574	–	–	0.73%	22
2024 Q1	$1.35M	Sell	17,574 -5,500	-24%	-$422K	0.73%	22
2023 Q4	$1.78M	Hold	23,074	–	–	0.98%	21
2023 Q3	$1.73M	Hold	23,074	–	–	0.99%	22
2023 Q2	$1.74M	Sell	23,074 -850	-4%	-$64.8K	1.03%	22
2023 Q1	$1.83M	Sell	23,924 -300	-1%	-$22.7K	1.08%	23
2022 Q4	$1.82M	Sell	24,224 -750	-3%	-$56.3K	1.09%	23
2022 Q3	$1.87M	Buy	24,974 +1,500	+6%	+$115K	1.19%	23
2022 Q2	$1.8M	Buy	23,474 +3,500	+18%	+$270K	1.09%	25
2022 Q1	$1.56M	Buy	19,974 +3,221	+19%	+$256K	0.86%	26
2021 Q4	$1.35M	Hold	16,753	–	–	0.73%	27
2021 Q3	$1.37M	Hold	16,753	–	–	0.81%	25
2021 Q2	$1.38M	Hold	16,753	–	–	0.83%	24
2021 Q1	$1.38M	Hold	16,753	–	–	0.84%	25
2020 Q4	$1.39M	Hold	16,753	–	–	0.93%	25
2020 Q3	$1.39M	Buy	16,753 +450	+3%	+$37.4K	0.99%	22
2020 Q2	$1.35M	Hold	16,303	–	–	1.17%	20
2020 Q1	$1.34M	Sell	16,303 -2,000	-11%	-$162K	1.34%	20
2019 Q4	$1.48M	Hold	18,303	–	–	1.23%	19
2019 Q3	$1.48M	Sell	18,303 -400	-2%	-$32.3K	1.27%	19
2019 Q2	$1.51M	Sell	18,703 -800	-4%	-$63.8K	1.27%	20
2019 Q1	$1.55M	Sell	19,503 -6,000	-24%	-$473K	1.36%	20
2018 Q4	$2M	Buy	+25,503	New	+$1.99M	1.86%	17

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hillcrest Wealth Advisors's BSV Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.64% in Q2 2026, buying an estimated $5.15K and bringing the position to 10,440 shares worth $813K. The position accounts for 0.29% of the portfolio, ranked #36.

Hillcrest Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2M in Q4 2018. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hillcrest Wealth Advisors held 10,440 shares of Vanguard Short-Term Bond ETF worth $813K as of Q2 2026.
Hillcrest Wealth Advisors bought 66 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.15K.
Vanguard Short-Term Bond ETF made up 0.29% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Hillcrest Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2M in Q4 2018.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.