Hoge Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hoge Financial Services’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	$402K	Buy	5,159 +37	+0.7%	+$2.89K	0.19%	46
2026 Q1	$402K	Buy	5,122 +282	+6%	+$22.2K	0.22%	45
2025 Q4	$381K	Buy	4,840 +1,375	+40%	+$108K	0.21%	44
2025 Q3	$273K	Buy	3,465 +33	+1%	+$2.6K	0.16%	57
2025 Q2	$270K	Buy	+3,432	New	+$268K	0.17%	53
2025 Q1	–	Sell	-2,808	Closed	-$217K	–	60
2024 Q4	$217K	Buy	2,808 +33	+1%	+$2.56K	0.16%	54
2024 Q3	$218K	Buy	+2,775	New	+$216K	0.16%	48

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

Hoge Financial Services's BSV Position: Q2 2026 in Review

Hoge Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.72% in Q2 2026, buying an estimated $2.89K and bringing the position to 5,159 shares worth $402K. The position accounts for 0.19% of the portfolio, ranked #46.

Hoge Financial Services first reported a position in BSV in Q3 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hoge Financial Services held 5,159 shares of Vanguard Short-Term Bond ETF worth $402K as of Q2 2026.
Hoge Financial Services bought 37 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.89K.
Vanguard Short-Term Bond ETF made up 0.19% of Hoge Financial Services's portfolio in Q2 2026, its #46 holding.
Hoge Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.