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

McClarren Financial 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	$630K	Sell	8,089 -18	-0.2%	-$1.41K	0.33%	45
2026 Q1	$636K	Buy	+8,107	New	+$638K	0.38%	44
2024 Q3	–	Sell	-76	Closed	-$260K	–	246
2024 Q2	$260K	Sell	76 -3,431	-98%	-$262K	0.18%	63
2024 Q1	$269K	Buy	+3,507	New	+$269K	0.19%	60
2022 Q2	–	Sell	-15,563	Closed	-$1.21M	–	58
2022 Q1	$1.21M	Buy	15,563 +25	+0.2%	+$1.99K	0.88%	20
2021 Q4	$1.26M	Buy	+15,538	New	+$1.26M	0.86%	20

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

McClarren Financial Advisors's BSV Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.22% in Q2 2026, selling an estimated $1.41K and leaving 8,089 shares worth $630K. The position accounts for 0.33% of the portfolio, ranked #45.

McClarren Financial Advisors first reported a position in BSV in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2021. 764 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

McClarren Financial Advisors held 8,089 shares of Vanguard Short-Term Bond ETF worth $630K as of Q2 2026.
McClarren Financial Advisors sold 18 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.41K.
Vanguard Short-Term Bond ETF made up 0.33% of McClarren Financial Advisors's portfolio in Q2 2026, its #45 holding.
McClarren Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 6 quarters since.
McClarren Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $1.26M in Q4 2021.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.