Meridian Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Meridian Investment Counsel’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	–	Sell	-3,366	Closed	-$264K	–	251
2026 Q1	$264K	Sell	3,366 -323	-9%	-$25.4K	0.06%	208
2025 Q4	$291K	Hold	3,689	–	–	0.07%	199
2025 Q3	$291K	Hold	3,689	–	–	0.07%	193
2025 Q2	$290K	Hold	3,689	–	–	0.08%	188
2025 Q1	$289K	Sell	3,689 -2,516	-41%	-$195K	0.09%	183
2024 Q4	$479K	Hold	6,205	–	–	0.14%	134
2024 Q3	$488K	Hold	6,205	–	–	0.15%	137
2024 Q2	$476K	Hold	6,205	–	–	0.15%	137
2024 Q1	$476K	Hold	6,205	–	–	0.16%	137
2023 Q4	$478K	Sell	6,205 -175	-3%	-$13.2K	0.16%	134
2023 Q3	$480K	Sell	6,380 -141	-2%	-$10.6K	0.18%	128
2023 Q2	$493K	Sell	6,521 -246	-4%	-$18.7K	0.18%	125
2023 Q1	$518K	Hold	6,767	–	–	0.2%	117
2022 Q4	$509K	Buy	6,767 +141	+2%	+$10.6K	0.2%	115
2022 Q3	$496K	Hold	6,626	–	–	0.22%	111
2022 Q2	$509K	Hold	6,626	–	–	0.21%	113
2022 Q1	$516K	Hold	6,626	–	–	0.18%	123
2021 Q4	$536K	Hold	6,626	–	–	0.18%	120
2021 Q3	$543K	Hold	6,626	–	–	0.2%	110
2021 Q2	$544K	Hold	6,626	–	–	0.19%	115
2021 Q1	$545K	Hold	6,626	–	–	0.21%	110
2020 Q4	$549K	Sell	6,626 -134	-2%	-$11.1K	0.23%	100
2020 Q3	$561K	Hold	6,760	–	–	0.27%	88
2020 Q2	$562K	Buy	6,760 +134	+2%	+$11.1K	0.29%	86
2020 Q1	$545K	Hold	6,626	–	–	0.35%	72
2019 Q4	$534K	Hold	6,626	–	–	0.26%	95
2019 Q3	$535K	Buy	6,626 +175	+3%	+$14.1K	0.29%	92
2019 Q2	$519K	Sell	6,451 -580	-8%	-$46.3K	0.29%	89
2019 Q1	$560K	Hold	7,031	–	–	0.33%	83
2018 Q4	$552K	Sell	7,031 -300	-4%	-$23.4K	0.36%	81
2018 Q3	$572K	Hold	7,331	–	–	0.31%	89
2018 Q2	$573K	Hold	7,331	–	–	0.32%	84
2018 Q1	$575K	Hold	7,331	–	–	0.33%	83
2017 Q4	$580K	Hold	7,331	–	–	0.31%	83
2017 Q3	$585K	Hold	7,331	–	–	0.34%	80
2017 Q2	$585K	Hold	7,331	–	–	0.35%	78
2017 Q1	$584K	Hold	7,331	–	–	0.36%	75
2016 Q4	$582K	Sell	7,331 -216	-3%	-$17.3K	0.39%	72
2016 Q3	$610K	Hold	7,547	–	–	0.41%	73
2016 Q2	$612K	Hold	7,547	–	–	0.42%	74
2016 Q1	$609K	Buy	7,547 +826	+12%	+$66.2K	0.43%	73
2015 Q4	$535K	Buy	+6,721	New	+$538K	0.39%	71

Other funds holding BSV

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

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

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

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

Meridian Investment Counsel's BSV Position: Q2 2026 in Review

Meridian Investment Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 3,366 shares — an estimated $264K sold.

Meridian Investment Counsel first reported a position in BSV in Q4 2015 and held it in 42 quarters. The position peaked at $612K in Q2 2016. 642 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Meridian Investment Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Meridian Investment Counsel sold 3,366 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $264K.
Meridian Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 42 quarters.
Meridian Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $612K in Q2 2016.
642 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.