Laurel Oak Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$652K Buy
8,371
+743
+10% +$58K 0.1% 167
2026
Q1
$598K Buy
7,628
+202
+3% +$15.9K 0.1% 164
2025
Q4
$585K Buy
+7,426
New +$586K 0.1% 165

Other funds holding BSV

Laurel Oak Wealth Management's BSV Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.7% in Q2 2026, buying an estimated $58K and bringing the position to 8,371 shares worth $652K. The position accounts for 0.1% of the portfolio, ranked #167.

Laurel Oak Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Laurel Oak Wealth Management held 8,371 shares of Vanguard Short-Term Bond ETF worth $652K as of Q2 2026.
  • Laurel Oak Wealth Management bought 743 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $58K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.