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

HMV 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	$2.12M	Sell	27,152 -935	-3%	-$73K	0.82%	27
2026 Q1	$2.2M	Sell	28,087 -3,800	-12%	-$299K	1.03%	21
2025 Q4	$2.51M	Buy	31,887 +580	+2%	+$45.8K	1.26%	20
2025 Q3	$2.47M	Sell	31,307 -1,557	-5%	-$122K	1.36%	19
2025 Q2	$2.59M	Buy	32,864 +7,202	+28%	+$563K	1.7%	17
2025 Q1	$2.01M	Sell	25,662 -978	-4%	-$75.9K	1.59%	20
2024 Q4	$2.06M	Buy	+26,640	New	+$2.07M	2.06%	15

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

HMV Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q2 2026, selling an estimated $73K and leaving 27,152 shares worth $2.12M. The position accounts for 0.82% of the portfolio, ranked #27.

HMV Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q2 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

HMV Wealth Advisors held 27,152 shares of Vanguard Short-Term Bond ETF worth $2.12M as of Q2 2026.
HMV Wealth Advisors sold 935 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $73K.
Vanguard Short-Term Bond ETF made up 0.82% of HMV Wealth Advisors's portfolio in Q2 2026, its #27 holding.
HMV Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
HMV Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.59M in Q2 2025.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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