LKBC
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L.K. Benson & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

L.K. Benson & Company’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 		$1.3M Buy
16,667
+294
+2% +$22.9K 0.39% 37
2026
Q1 		$1.28M Buy
16,373
+80
+0.5% +$6.3K 0.42% 33
2025
Q4 		$1.28M Sell
16,293
-794
-5% -$62.6K 0.64% 35
2025
Q3 		$1.35M Sell
17,087
-171
-1% -$13.4K 0.73% 31
2025
Q2 		$1.36M Buy
17,258
+2,316
+15% +$181K 0.83% 28
2025
Q1 		$1.17M Buy
14,942
+7,151
+92% +$555K 0.81% 31
2024
Q4 		$602K Buy
+7,791
New +$605K 0.42% 54

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

L.K. Benson & Company's BSV Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 16,667 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #37.

L.K. Benson & Company first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • L.K. Benson & Company held 16,667 shares of Vanguard Short-Term Bond ETF worth $1.3M as of Q2 2026.
  • L.K. Benson & Company bought 294 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.9K.
  • Vanguard Short-Term Bond ETF made up 0.39% of L.K. Benson & Company's portfolio in Q2 2026, its #37 holding.
  • L.K. Benson & Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.