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 Q3	$1.08M	Sell	14,181 -985	-6%	-$76.2K	0.26%	82
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

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

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

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

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

LongView Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q3 2026, selling an estimated $76.2K and leaving 14,181 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #82.

LongView Wealth Management first reported a position in BSV in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.34M in Q4 2024. 481 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

LongView Wealth Management held 14,181 shares of Vanguard Short-Term Bond ETF worth $1.08M as of Q3 2026.
LongView Wealth Management sold 985 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $76.2K.
Vanguard Short-Term Bond ETF made up 0.26% of LongView Wealth Management's portfolio in Q3 2026, its #82 holding.
LongView Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Vanguard Short-Term Bond ETF position peaked at $6.34M in Q4 2024.
481 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.