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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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. 660 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.
660 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.