Lockerman Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lockerman Financial 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 Q2	$302K	Buy	3,882 +314	+9%	+$24.5K	0.46%	62
2026 Q1	$280K	Sell	3,568 -68	-2%	-$5.35K	0.5%	67
2025 Q4	$287K	Sell	3,636 -450	-11%	-$35.5K	0.55%	61
2025 Q3	$322K	Buy	4,086 +5	+0.1%	+$393	0.41%	82
2025 Q2	$321K	Buy	4,081 +165	+4%	+$12.9K	0.43%	79
2025 Q1	$307K	Sell	3,916 -467	-11%	-$36.3K	0.46%	73
2024 Q4	$339K	Buy	4,383 +567	+15%	+$44K	0.58%	53
2024 Q3	$300K	Sell	3,816 -277	-7%	-$21.6K	0.51%	68
2024 Q2	$314K	Sell	4,093 -64	-2%	-$4.88K	0.57%	59
2024 Q1	$319K	Buy	4,157 +210	+5%	+$16.1K	0.61%	49
2023 Q4	$304K	Sell	3,947 -1,557	-28%	-$118K	0.7%	46
2023 Q3	$414K	Sell	5,504 -1,458	-21%	-$110K	1.11%	27
2023 Q2	$526K	Sell	6,962 -6,057	-47%	-$462K	1.46%	18
2023 Q1	$996K	Buy	13,019 +1,046	+9%	+$79.3K	2.74%	9
2022 Q4	$901K	Buy	11,973 +1,205	+11%	+$90.4K	2.63%	8
2022 Q3	$805K	Buy	+10,768	New	+$823K	2.32%	11
2022 Q2	–	Sell	-3,182	Closed	-$248K	–	65
2022 Q1	$248K	Buy	3,182 +285	+10%	+$22.6K	0.67%	55
2021 Q4	$234K	Buy	+2,897	New	+$236K	0.61%	53

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Lockerman Financial Group's BSV Position: Q2 2026 in Review

Lockerman Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,882 shares worth $302K. The position accounts for 0.46% of the portfolio, ranked #62.

Lockerman Financial Group first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $996K in Q1 2023. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Lockerman Financial Group held 3,882 shares of Vanguard Short-Term Bond ETF worth $302K as of Q2 2026.
Lockerman Financial Group bought 314 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $24.5K.
Vanguard Short-Term Bond ETF made up 0.46% of Lockerman Financial Group's portfolio in Q2 2026, its #62 holding.
Lockerman Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Lockerman Financial Group's Vanguard Short-Term Bond ETF position peaked at $996K in Q1 2023.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.