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 Q3	$3.8M	Buy	49,691 +4,578	+10%	+$354K	1.28%	20
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Lodestone Wealth Management's BSV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q3 2026, buying an estimated $354K and bringing the position to 49,691 shares worth $3.8M. The position accounts for 1.28% of the portfolio, ranked #20.

Lodestone Wealth Management first reported a position in BSV in Q2 2023 and has held it in 14 quarters since. 549 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Lodestone Wealth Management held 49,691 shares of Vanguard Short-Term Bond ETF worth $3.8M as of Q3 2026.
Lodestone Wealth Management bought 4,578 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $354K.
Vanguard Short-Term Bond ETF made up 1.28% of Lodestone Wealth Management's portfolio in Q3 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 14 quarters since.
549 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.