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McNaughton Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McNaughton 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
Q2 		$3.83M Buy
49,156
+4,134
+9% +$323K 1.36% 24
2026
Q1 		$3.53M Buy
45,022
+3,300
+8% +$260K 1.46% 22
2025
Q4 		$3.29M Buy
41,722
+346
+0.8% +$27.3K 1.35% 23
2025
Q3 		$3.26M Buy
41,376
+2,624
+7% +$206K 1.38% 23
2025
Q2 		$3.05M Buy
38,752
+1,208
+3% +$94.4K 1.36% 24
2025
Q1 		$2.94M Sell
37,544
-53,428
-59% -$4.15M 1.43% 20
2024
Q4 		$7.03M Buy
90,972
+4,233
+5% +$329K 3.39% 10
2024
Q3 		$6.83M Buy
86,739
+3,529
+4% +$275K 3.32% 10
2024
Q2 		$6.38M Buy
83,210
+3,759
+5% +$287K 3.38% 10
2024
Q1 		$6.09M Buy
79,451
+2,733
+4% +$210K 3.38% 10
2023
Q4 		$5.91M Buy
76,718
+1,533
+2% +$116K 3.5% 10
2023
Q3 		$5.65M Sell
75,185
-1,382
-2% -$104K 3.76% 8
2023
Q2 		$5.79M Sell
76,567
-399
-0.5% -$30.4K 3.7% 8
2023
Q1 		$5.89M Sell
76,966
-1,892
-2% -$143K 3.91% 8
2022
Q4 		$5.94M Sell
78,858
-456
-0.6% -$34.2K 4.06% 8
2022
Q3 		$5.93M Sell
79,314
-2,105
-3% -$161K 4.36% 7
2022
Q2 		$6.25M Sell
81,419
-794
-1% -$61.2K 4.42% 7
2022
Q1 		$6.4M Sell
82,213
-1,048
-1% -$83.2K 4.17% 8
2021
Q4 		$6.7M Buy
83,261
+2,582
+3% +$210K 4.34% 8
2021
Q3 		$6.61M Buy
80,679
+6,593
+9% +$542K 4.67% 8
2021
Q2 		$6.09M Buy
74,086
+7,006
+10% +$576K 4.27% 8
2021
Q1 		$5.51M Buy
67,080
+6,915
+11% +$571K 4.22% 7
2020
Q4 		$4.99M Buy
60,165
+33,575
+126% +$2.78M 3.99% 9
2020
Q3 		$2.21M Buy
26,590
+21,533
+426% +$1.79M 1.93% 19
2020
Q2 		$420K Sell
5,057
-358
-7% -$29.6K 0.39% 38
2020
Q1 		$445K Buy
5,415
+1,141
+27% +$92.7K 0.48% 33
2019
Q4 		$345K Buy
+4,274
New +$345K 0.32% 40

Other funds holding BSV

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
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

McNaughton Wealth Management's BSV Position: Q2 2026 in Review

McNaughton Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q2 2026, buying an estimated $323K and bringing the position to 49,156 shares worth $3.83M. The position accounts for 1.36% of the portfolio, ranked #24.

McNaughton Wealth Management first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.03M in Q4 2024. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • McNaughton Wealth Management held 49,156 shares of Vanguard Short-Term Bond ETF worth $3.83M as of Q2 2026.
  • McNaughton Wealth Management bought 4,134 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $323K.
  • Vanguard Short-Term Bond ETF made up 1.36% of McNaughton Wealth Management's portfolio in Q2 2026, its #24 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's Vanguard Short-Term Bond ETF position peaked at $7.03M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.