Hoey Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hoey Investments’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	$52	Hold	1	–	–	﹤0.01%	447
2026 Q1	$52	Hold	1	–	–	﹤0.01%	410
2025 Q4	$52	Hold	1	–	–	﹤0.01%	415
2025 Q3	$51	Sell	1 -1,258	-100%	-$98.9K	﹤0.01%	404
2025 Q2	$99.1K	Sell	1,259 -310	-20%	-$24.2K	0.01%	108
2025 Q1	$123K	Buy	1,569 +1,568	+156,800%	+$122K	0.02%	92
2024 Q4	$49	Hold	1	–	–	﹤0.01%	355
2024 Q3	$48	Hold	1	–	–	﹤0.01%	384
2024 Q2	$48	Hold	1	–	–	﹤0.01%	384
2024 Q1	$74	Buy	+1	New	+$77	﹤0.01%	339
2022 Q3	–	Sell	-50	Closed	-$4K	–	315
2022 Q2	$4K	Buy	+50	New	+$3.85K	﹤0.01%	222

Other funds holding BSV

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Hoey Investments's BSV Position: Q2 2026 in Review

Hoey Investments held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Hoey Investments first reported a position in BSV in Q2 2022 and has held it in 11 quarters since. The position peaked at $123K in Q1 2025. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hoey Investments held 1 share of Vanguard Short-Term Bond ETF worth $52 as of Q2 2026.
Hoey Investments left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #447 holding.
Hoey Investments first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 11 quarters since.
Hoey Investments's Vanguard Short-Term Bond ETF position peaked at $123K in Q1 2025.
928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.