LVW Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LVW Advisors’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	$447K	Hold	5,737	–	–	0.04%	253
2026 Q1	$450K	Buy	5,737 +1,525	+36%	+$120K	0.04%	227
2025 Q4	$332K	Buy	+4,212	New	+$332K	0.03%	260
2025 Q2	–	Sell	-3,585	Closed	-$281K	–	332
2025 Q1	$281K	Sell	3,585 -169,896	-98%	-$13.2M	0.03%	244
2024 Q4	$13.4M	Buy	173,481 +40,757	+31%	+$3.16M	1.61%	12
2024 Q3	$10.4M	Buy	+132,724	New	+$10.3M	1.33%	14
2021 Q4	–	Sell	-8,871	Closed	-$727K	–	241
2021 Q3	$727K	Hold	8,871	–	–	0.13%	121
2021 Q2	$729K	Buy	8,871 +1	+0%	+$82	0.13%	114
2021 Q1	$729K	Sell	8,870 -5,464	-38%	-$451K	0.14%	112
2020 Q4	$1.19M	Hold	14,334	–	–	0.24%	67
2020 Q3	$1.19M	Hold	14,334	–	–	0.26%	64
2020 Q2	$1.19M	Buy	14,334 +4,723	+49%	+$391K	0.29%	58
2020 Q1	$790K	Sell	9,611 -3,232	-25%	-$262K	0.21%	67
2019 Q4	$1.03M	Buy	12,843 +2,052	+19%	+$166K	0.23%	72
2019 Q3	$872K	Sell	10,791 -764	-7%	-$61.6K	0.22%	74
2019 Q2	$931K	Buy	11,555 +624	+6%	+$49.8K	0.26%	64
2019 Q1	$870K	Buy	10,931 +3,241	+42%	+$256K	0.23%	69
2018 Q4	$604K	Buy	7,690 +1,059	+16%	+$82.6K	0.2%	68
2018 Q3	$517K	Buy	6,631 +3,968	+149%	+$310K	0.15%	96
2018 Q2	$208K	Sell	2,663 -5,525	-67%	-$432K	0.07%	138
2018 Q1	$642K	Sell	8,188 -2,981	-27%	-$234K	0.2%	76
2017 Q4	$883K	Buy	11,169 +1,157	+12%	+$91.9K	0.26%	67
2017 Q3	$799K	Sell	10,012 -293	-3%	-$23.4K	0.32%	60
2017 Q2	$823K	Sell	10,305 -15,293	-60%	-$1.22M	0.29%	48
2017 Q1	$2.04M	Sell	25,598 -207	-0.8%	-$16.5K	0.73%	38
2016 Q4	$2.05M	Buy	25,805 +16,005	+163%	+$1.28M	0.72%	37
2016 Q3	$792K	Sell	9,800 -10,180	-51%	-$823K	0.26%	50
2016 Q2	$1.62M	Buy	19,980 +1,737	+10%	+$140K	0.61%	37
2016 Q1	$1.47M	Sell	18,243 -3,068	-14%	-$246K	0.47%	40
2015 Q4	$1.7M	Buy	21,311 +162	+0.8%	+$13K	0.66%	37
2015 Q3	$1.7M	Buy	21,149 +3,129	+17%	+$251K	0.78%	36
2015 Q2	$1.45M	Buy	18,020 +84	+0.5%	+$6.74K	0.62%	46
2015 Q1	$1.44M	Sell	17,936 -924	-5%	-$74.2K	0.69%	41
2014 Q4	$1.51M	Buy	+18,860	New	+$1.51M	0.83%	37

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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 $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LVW Advisors's BSV Position: Q2 2026 in Review

LVW Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 5,737 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #253.

LVW Advisors first reported a position in BSV in Q4 2014 and has held it in 34 quarters since. The position peaked at $13.4M in Q4 2024. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

LVW Advisors held 5,737 shares of Vanguard Short-Term Bond ETF worth $447K as of Q2 2026.
LVW Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #253 holding.
LVW Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 34 quarters since.
LVW Advisors's Vanguard Short-Term Bond ETF position peaked at $13.4M in Q4 2024.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.