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

KFA Private Wealth Group’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 Q3	$991K	Buy	+12,969	New	+$1M	0.23%	51
2025 Q3	–	Sell	-3,402	Closed	-$268K	–	138
2025 Q2	$268K	Buy	3,402 +11	+0.3%	+$860	0.08%	113
2025 Q1	$265K	Buy	+3,391	New	+$263K	0.09%	93

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFA Private Wealth Group's BSV Position: Q3 2026 in Review

KFA Private Wealth Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 12,969 shares worth $991K. The stake represents 0.23% of the portfolio and ranks #51 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in BSV as recently as Q2 2025.

KFA Private Wealth Group first reported a position in BSV in Q1 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

KFA Private Wealth Group held 12,969 shares of Vanguard Short-Term Bond ETF worth $991K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new KFA Private Wealth Group position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.23% of KFA Private Wealth Group's portfolio in Q3 2026, its #51 holding.
KFA Private Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.