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 Q3	$2.07M	Sell	27,122 -30	-0.1%	-$2.32K	0.79%	29
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

HMV Wealth Advisors's BSV Position: Q3 2026 in Review

HMV Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.11% in Q3 2026, selling an estimated $2.32K and leaving 27,122 shares worth $2.07M. The position accounts for 0.79% of the portfolio, ranked #29.

HMV Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q2 2025. 967 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

HMV Wealth Advisors held 27,122 shares of Vanguard Short-Term Bond ETF worth $2.07M as of Q3 2026.
HMV Wealth Advisors sold 30 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $2.32K.
Vanguard Short-Term Bond ETF made up 0.79% of HMV Wealth Advisors's portfolio in Q3 2026, its #29 holding.
HMV Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
HMV Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.59M in Q2 2025.
967 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.