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

MeadowBrook Investment 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	$140K	Hold	1,825	–	–	0.11%	124
2026 Q1	$141K	Hold	1,825	–	–	0.12%	126
2025 Q4	$142K	Hold	1,825	–	–	0.12%	139
2025 Q3	$143K	Hold	1,825	–	–	0.12%	136
2025 Q2	$141K	Hold	1,825	–	–	0.13%	133
2025 Q1	$140K	Sell	1,825 -3,975	-69%	-$309K	0.13%	131
2024 Q4	$448K	Buy	+5,800	New	+$450K	0.4%	60

Other funds holding BSV

SFA

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MeadowBrook Investment Advisors's BSV Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,825 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #124.

MeadowBrook Investment Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2024. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

MeadowBrook Investment Advisors held 1,825 shares of Vanguard Short-Term Bond ETF worth $140K as of Q2 2026.
MeadowBrook Investment Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.11% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #124 holding.
MeadowBrook Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
MeadowBrook Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $448K in Q4 2024.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.