MF
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Manuka Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Manuka Financial’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 		$5.16M Sell
66,269
-4,095
-6% -$320K 2.68% 11
2026
Q1 		$5.52M Buy
70,364
+2,817
+4% +$222K 3.41% 10
2025
Q4 		$5.32M Sell
67,547
-5,846
-8% -$461K 3.3% 10
2025
Q3 		$5.79M Buy
73,393
+6,125
+9% +$482K 3.6% 8
2025
Q2 		$5.29M Buy
67,268
+6,375
+10% +$498K 2.89% 7
2025
Q1 		$4.77M Buy
60,893
+1,005
+2% +$78K 3.09% 8
2024
Q4 		$4.63M Buy
+59,888
New +$4.65M 3.12% 8

Other funds holding BSV

TI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Manuka Financial's BSV Position: Q2 2026 in Review

Manuka Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.8% in Q2 2026, selling an estimated $320K and leaving 66,269 shares worth $5.16M. The position accounts for 2.68% of the portfolio, ranked #11.

Manuka Financial first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.79M in Q3 2025. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Manuka Financial held 66,269 shares of Vanguard Short-Term Bond ETF worth $5.16M as of Q2 2026.
  • Manuka Financial sold 4,095 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Short-Term Bond ETF made up 2.68% of Manuka Financial's portfolio in Q2 2026, its #11 holding.
  • Manuka Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Manuka Financial's Vanguard Short-Term Bond ETF position peaked at $5.79M in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Manuka Financial's 13F filing for Q2 2026, filed 31 Jul 2026.