KMWM
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Keudell/Morrison Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Keudell/Morrison Wealth Management’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 		$704K Sell
9,030
-650
-7% -$50.7K 0.13% 108
2026
Q1 		$759K Buy
9,680
+1,657
+21% +$130K 0.16% 94
2025
Q4 		$632K Buy
+8,023
New +$633K 0.13% 106

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
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
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Keudell/Morrison Wealth Management's BSV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.7% in Q2 2026, selling an estimated $50.7K and leaving 9,030 shares worth $704K. The position accounts for 0.13% of the portfolio, ranked #108.

Keudell/Morrison Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $759K in Q1 2026. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Keudell/Morrison Wealth Management held 9,030 shares of Vanguard Short-Term Bond ETF worth $704K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 650 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard Short-Term Bond ETF made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's Vanguard Short-Term Bond ETF position peaked at $759K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.