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

Meritas 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	$238K	Buy	3,051 +25	+0.8%	+$1.95K	0.09%	58
2026 Q1	$237K	Buy	3,026 +30	+1%	+$2.36K	0.11%	55
2025 Q4	$236K	Buy	2,996 +64	+2%	+$5.05K	0.11%	51
2025 Q3	$231K	Sell	2,932 -69	-2%	-$5.43K	0.11%	51
2025 Q2	$236K	Sell	3,001 -86	-3%	-$6.72K	0.13%	48
2025 Q1	$242K	Hold	3,087	–	–	0.14%	46
2024 Q4	$239K	Buy	3,087 +79	+3%	+$6.13K	0.14%	48
2024 Q3	$237K	Hold	3,008	–	–	0.15%	47
2024 Q2	$231K	Hold	3,008	–	–	0.16%	46
2024 Q1	$231K	Hold	3,008	–	–	0.16%	44
2023 Q4	$232K	Sell	3,008 -9,047	-75%	-$685K	0.17%	44
2023 Q3	$906K	Buy	12,055 +5	+0%	+$377	0.69%	18
2023 Q2	$911K	Sell	12,050 -265	-2%	-$20.2K	0.68%	20
2023 Q1	$942K	Sell	12,315 -1,284	-9%	-$97.3K	0.74%	17
2022 Q4	$1.02M	Buy	+13,599	New	+$1.02M	0.85%	15

Other funds holding BSV

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Meritas Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.83% in Q2 2026, buying an estimated $1.95K and bringing the position to 3,051 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #58.

Meritas Wealth Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2022. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Meritas Wealth Management held 3,051 shares of Vanguard Short-Term Bond ETF worth $238K as of Q2 2026.
Meritas Wealth Management bought 25 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.95K.
Vanguard Short-Term Bond ETF made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #58 holding.
Meritas Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.02M in Q4 2022.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.