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

Hopwood 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	$11.3M	Buy	144,402 +14,003	+11%	+$1.09M	6.52%	4
2026 Q1	$10.2M	Buy	130,399 +15,097	+13%	+$1.19M	6.89%	4
2025 Q4	$9.09M	Buy	115,302 +7,345	+7%	+$579K	6.4%	4
2025 Q3	$8.52M	Buy	+107,957	New	+$8.49M	5.69%	4
2025 Q2	–	Sell	-87,796	Closed	-$6.87M	–	302
2025 Q1	$6.87M	Buy	87,796 +3,545	+4%	+$275K	5.31%	4
2024 Q4	$6.51M	Buy	+84,251	New	+$6.54M	4.93%	4

Other funds holding BSV

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Hopwood Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $1.09M and bringing the position to 144,402 shares worth $11.3M. The position accounts for 6.52% of the portfolio, ranked #4.

Hopwood Financial Services first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hopwood Financial Services held 144,402 shares of Vanguard Short-Term Bond ETF worth $11.3M as of Q2 2026.
Hopwood Financial Services bought 14,003 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.09M.
Vanguard Short-Term Bond ETF made up 6.52% of Hopwood Financial Services's portfolio in Q2 2026, its #4 holding.
Hopwood Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.