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Intergy Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Intergy Private Wealth’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 		$523K Buy
6,710
+685
+11% +$53.5K 0.12% 70
2026
Q1 		$472K Buy
6,025
+298
+5% +$23.5K 0.14% 67
2025
Q4 		$451K Buy
5,727
+192
+3% +$15.1K 0.14% 68
2025
Q3 		$437K Buy
5,535
+89
+2% +$7K 0.14% 69
2025
Q2 		$429K Sell
5,446
-211
-4% -$16.5K 0.15% 67
2025
Q1 		$443K Sell
5,657
-62
-1% -$4.81K 0.17% 63
2024
Q4 		$442K Buy
5,719
+91
+2% +$7.06K 0.16% 66
2024
Q3 		$443K Buy
5,628
+102
+2% +$7.95K 0.17% 63
2024
Q2 		$424K Sell
5,526
-2,361
-30% -$180K 0.17% 61
2024
Q1 		$605K Sell
7,887
-398
-5% -$30.5K 0.25% 52
2023
Q4 		$638K Sell
8,285
-12
-0.1% -$908 0.28% 49
2023
Q3 		$624K Buy
8,297
+175
+2% +$13.2K 0.31% 46
2023
Q2 		$614K Buy
8,122
+338
+4% +$25.8K 0.3% 47
2023
Q1 		$595K Buy
7,784
+589
+8% +$44.6K 0.33% 43
2022
Q4 		$542K Buy
7,195
+339
+5% +$25.4K 0.34% 43
2022
Q3 		$513K Buy
6,856
+1,628
+31% +$124K 0.36% 45
2022
Q2 		$401K Buy
5,228
+742
+17% +$57.2K 0.32% 46
2022
Q1 		$349K Buy
+4,486
New +$356K 0.24% 40

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Intergy Private Wealth's BSV Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $53.5K and bringing the position to 6,710 shares worth $523K. The position accounts for 0.12% of the portfolio, ranked #70.

Intergy Private Wealth first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $638K in Q4 2023. 315 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Intergy Private Wealth held 6,710 shares of Vanguard Short-Term Bond ETF worth $523K as of Q2 2026.
  • Intergy Private Wealth bought 685 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $53.5K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Intergy Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Intergy Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Intergy Private Wealth's Vanguard Short-Term Bond ETF position peaked at $638K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.