LJHT
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Laurie J. Hall Trustee’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Laurie J. Hall Trustee’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 		$1.11M Hold
14,267
– – 0.35% 60
2026
Q1 		$1.12M Hold
14,267
– – 0.39% 61
2025
Q4 		$1.12M Hold
14,267
– – 0.37% 59
2025
Q3 		$1.13M Hold
14,267
– – 0.37% 62
2025
Q2 		$1.12M Hold
14,267
– – 0.37% 61
2025
Q1 		$1.12M Buy
14,267
+10,267
+257% +$797K 0.4% 60
2024
Q4 		$309K Hold
4,000
– – 0.1% 101
2024
Q3 		$315K Hold
4,000
– – 0.1% 104
2024
Q2 		$307K Hold
4,000
– – 0.11% 93
2024
Q1 		$307K Hold
4,000
– – 0.11% 90
2023
Q4 		$308K Hold
4,000
– – 0.12% 87
2023
Q3 		$301K Hold
4,000
– – 0.13% 84
2023
Q2 		$302K Hold
4,000
– – 0.12% 84
2023
Q1 		$306K Hold
4,000
– – 0.13% 84
2022
Q4 		$301K Sell
4,000
-3,800
-49% -$285K 0.14% 86
2022
Q3 		$584K Hold
7,800
– – 0.29% 67
2022
Q2 		$599K Buy
7,800
+1,700
+28% +$131K 0.28% 68
2022
Q1 		$475K Hold
6,100
– – 0.18% 77
2021
Q4 		$493K Hold
6,100
– – 0.17% 79
2021
Q3 		$500K Hold
6,100
– – 0.19% 77
2021
Q2 		$501K Buy
6,100
+500
+9% +$41.1K 0.19% 77
2021
Q1 		$460K Buy
5,600
+225
+4% +$18.6K 0.18% 81
2020
Q4 		$446K Hold
5,375
– – 0.18% 79
2020
Q3 		$446K Buy
+5,375
New +$447K 0.2% 76
2019
Q4 		$272K Hold
3,375
– – 0.13% 95
2019
Q3 		$273K Sell
3,375
-625
-16% -$50.4K 0.14% 96
2019
Q2 		$322K Hold
4,000
– – 0.17% 84
2019
Q1 		$318K Buy
4,000
+200
+5% +$15.8K 0.17% 87
2018
Q4 		$3K Buy
+3,800
New +$296K ﹤0.01% 312

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Laurie J. Hall Trustee's BSV Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 14,267 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #60.

Laurie J. Hall Trustee first reported a position in BSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.13M in Q3 2025. 652 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Laurie J. Hall Trustee held 14,267 shares of Vanguard Short-Term Bond ETF worth $1.11M as of Q2 2026.
  • Laurie J. Hall Trustee left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.35% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #60 holding.
  • Laurie J. Hall Trustee first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Laurie J. Hall Trustee's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.