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

Lodestone Wealth Management’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	$3.51M	Buy	45,113 +221	+0.5%	+$17.2K	1.24%	20
2026 Q1	$3.52M	Buy	44,892 +2,058	+5%	+$162K	1.4%	17
2025 Q4	$3.38M	Buy	42,834 +294	+0.7%	+$23.2K	1.37%	19
2025 Q3	$3.36M	Buy	42,540 +1,906	+5%	+$150K	1.51%	17
2025 Q2	$3.2M	Sell	40,634 -1,290	-3%	-$101K	1.56%	17
2025 Q1	$3.28M	Buy	41,924 +408	+1%	+$31.7K	1.75%	12
2024 Q4	$3.21M	Buy	41,516 +129	+0.3%	+$10K	1.61%	16
2024 Q3	$3.26M	Buy	41,387 +10,734	+35%	+$836K	1.63%	18
2024 Q2	$2.35M	Buy	30,653 +1,747	+6%	+$133K	1.24%	29
2024 Q1	$2.22M	Sell	28,906 -1,074	-4%	-$82.4K	1.16%	31
2023 Q4	$2.31M	Buy	29,980 +10,352	+53%	+$784K	1.34%	27
2023 Q3	$1.48M	Buy	19,628 +5,773	+42%	+$435K	1.03%	37
2023 Q2	$1.05M	Buy	+13,855	New	+$1.06M	0.72%	46

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $43.3B AUM 29.3% 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

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

Lodestone Wealth Management's BSV Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.49% in Q2 2026, buying an estimated $17.2K and bringing the position to 45,113 shares worth $3.51M. The position accounts for 1.24% of the portfolio, ranked #20.

Lodestone Wealth Management first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.52M in Q1 2026. 569 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Lodestone Wealth Management held 45,113 shares of Vanguard Short-Term Bond ETF worth $3.51M as of Q2 2026.
Lodestone Wealth Management bought 221 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $17.2K.
Vanguard Short-Term Bond ETF made up 1.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #20 holding.
Lodestone Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Lodestone Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.52M in Q1 2026.
569 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.