Lutz Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Sell |
264,007
-4,017
| -1% | -$316K | 1.39% | 21 |
|
|
2025
Q4 | $21.1M | Buy |
268,024
+13,512
| +5% | +$1.07M | 1.44% | 19 |
|
|
2025
Q3 | $20.1M | Buy |
254,512
+12,020
| +5% | +$945K | 1.45% | 18 |
|
|
2025
Q2 | $19.1M | Sell |
242,492
-2,852
| -1% | -$223K | 1.48% | 19 |
|
|
2025
Q1 | $19.2M | Sell |
245,344
-804
| -0.3% | -$62.4K | 1.57% | 18 |
|
|
2024
Q4 | $19M | Buy |
246,148
+433
| +0.2% | +$33.6K | 1.54% | 17 |
|
|
2024
Q3 | $19.3M | Buy |
245,715
+2,113
| +0.9% | +$165K | 1.57% | 17 |
|
|
2024
Q2 | $18.7M | Buy |
243,602
+17,896
| +8% | +$1.37M | 1.63% | 17 |
|
|
2024
Q1 | $17.3M | Buy |
225,706
+17,915
| +9% | +$1.37M | 1.51% | 17 |
|
|
2023
Q4 | $16M | Buy |
207,791
+26,067
| +14% | +$1.97M | 1.5% | 16 |
|
|
2023
Q3 | $13.7M | Buy |
181,724
+3,236
| +2% | +$244K | 1.49% | 16 |
|
|
2023
Q2 | $13.5M | Buy |
178,488
+13,435
| +8% | +$1.02M | 1.45% | 19 |
|
|
2023
Q1 | $12.6M | Buy |
165,053
+11,845
| +8% | +$898K | 1.44% | 18 |
|
|
2022
Q4 | $11.5M | Buy |
153,208
+36,462
| +31% | +$2.74M | 1.42% | 19 |
|
|
2022
Q3 | $8.73M | Sell |
116,746
-18,339
| -14% | -$1.4M | 1.19% | 25 |
|
|
2022
Q2 | $10.4M | Sell |
135,085
-103,583
| -43% | -$7.98M | 1.38% | 25 |
|
|
2022
Q1 | $18.6M | Buy |
238,668
+7,883
| +3% | +$626K | 2.29% | 12 |
|
|
2021
Q4 | $18.7M | Buy |
230,785
+4,451
| +2% | +$362K | 2.29% | 12 |
|
|
2021
Q3 | $18.5M | Sell |
226,334
-1,481
| -0.7% | -$122K | 2.41% | 12 |
|
|
2021
Q2 | $18.7M | Buy |
227,815
+4,386
| +2% | +$361K | 2.49% | 12 |
|
|
2021
Q1 | $18.4M | Buy |
223,429
+8,582
| +4% | +$708K | 2.72% | 12 |
|
|
2020
Q4 | $17.8M | Buy |
214,847
+9,892
| +5% | +$820K | 2.92% | 11 |
|
|
2020
Q3 | $17M | Sell |
204,955
-19,109
| -9% | -$1.59M | 3.28% | 8 |
|
|
2020
Q2 | $18.6M | Sell |
224,064
-78,071
| -26% | -$6.46M | 3.8% | 7 |
|
|
2020
Q1 | $24.8M | Sell |
302,135
-97,157
| -24% | -$7.89M | 5.52% | 5 |
|
|
2019
Q4 | $32.2M | Sell |
399,292
-29,925
| -7% | -$2.42M | 5.72% | 6 |
|
|
2019
Q3 | $34.7M | Sell |
429,217
-71,140
| -14% | -$5.74M | 6.65% | 4 |
|
|
2019
Q2 | $40.3M | Sell |
500,357
-61,898
| -11% | -$4.94M | 7.88% | 3 |
|
|
2019
Q1 | $44.8M | Buy |
562,255
+6,381
| +1% | +$504K | 9.12% | 1 |
|
|
2018
Q4 | $43.7M | Buy |
555,874
+25,262
| +5% | +$1.97M | 9.75% | 1 |
|
|
2018
Q3 | $41.4M | Buy |
530,612
+114,688
| +28% | +$8.96M | 9.14% | 1 |
|
|
2018
Q2 | $32.5M | Buy |
415,924
+17,104
| +4% | +$1.34M | 9.27% | 2 |
|
|
2018
Q1 | $31.3M | Buy |
398,820
+1,081
| +0.3% | +$84.9K | 9.23% | 2 |
|
|
2017
Q4 | $31.5M | Buy |
+397,739
| New | +$31.6M | 9.18% | 2 |
|
Other funds holding BSV
AF
Lutz Financial Services's BSV Position: Q1 2026 in Review
Lutz Financial Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q1 2026, selling an estimated $316K and leaving 264,007 shares worth $20.7M. The position accounts for 1.39% of the portfolio, ranked #21.
Lutz Financial Services first reported a position in BSV in Q4 2017 and has held it in 34 quarters since. The position peaked at $44.8M in Q1 2019. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.
- Lutz Financial Services held 264,007 shares of Vanguard Short-Term Bond ETF worth $20.7M as of Q1 2026.
- Lutz Financial Services sold 4,017 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $316K.
- Vanguard Short-Term Bond ETF made up 1.39% of Lutz Financial Services's portfolio in Q1 2026, its #21 holding.
- Lutz Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's Vanguard Short-Term Bond ETF position peaked at $44.8M in Q1 2019.
- 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.