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

LongView 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	$1.18M	Sell	15,166 -694	-4%	-$54.2K	0.3%	74
2026 Q1	$1.24M	Sell	15,860 -4,340	-21%	-$342K	0.31%	71
2025 Q4	$1.59M	Sell	20,200 -2,664	-12%	-$210K	0.38%	63
2025 Q3	$1.8M	Sell	22,864 -6,572	-22%	-$517K	0.49%	50
2025 Q2	$2.32M	Sell	29,436 -50,791	-63%	-$3.97M	0.7%	37
2025 Q1	$6.28M	Sell	80,227 -1,821	-2%	-$141K	1.88%	13
2024 Q4	$6.34M	Buy	82,048 +2,864	+4%	+$222K	1.93%	12
2024 Q3	$6.23M	Sell	79,184 -236	-0.3%	-$18.4K	1.99%	11
2024 Q2	$6.09M	Buy	79,420 +30,323	+62%	+$2.31M	2.25%	9
2024 Q1	$3.76M	Buy	49,097 +31,511	+179%	+$2.42M	1.49%	19
2023 Q4	$1.35M	Buy	+17,586	New	+$1.33M	0.6%	42

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

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

LongView Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.4% in Q2 2026, selling an estimated $54.2K and leaving 15,166 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #74.

LongView Wealth Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.34M in Q4 2024. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

LongView Wealth Management held 15,166 shares of Vanguard Short-Term Bond ETF worth $1.18M as of Q2 2026.
LongView Wealth Management sold 694 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $54.2K.
Vanguard Short-Term Bond ETF made up 0.3% of LongView Wealth Management's portfolio in Q2 2026, its #74 holding.
LongView Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Short-Term Bond ETF position peaked at $6.34M in Q4 2024.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.