Mills Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mills Wealth 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	$8.36M	Buy	107,263 +10,329	+11%	+$806K	2.63%	10
2026 Q1	$7.6M	Buy	96,934 +40,371	+71%	+$3.18M	2.65%	10
2025 Q4	$4.46M	Sell	56,563 -2,157	-4%	-$170K	1.76%	14
2025 Q3	$4.63M	Sell	58,720 -962	-2%	-$75.6K	1.89%	15
2025 Q2	$4.7M	Buy	59,682 +16,349	+38%	+$1.28M	2.15%	8
2025 Q1	$3.39M	Buy	+43,333	New	+$3.36M	1.8%	16

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

Mills Wealth Advisors's BSV Position: Q2 2026 in Review

Mills Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $806K and bringing the position to 107,263 shares worth $8.36M. The position accounts for 2.63% of the portfolio, ranked #10.

Mills Wealth Advisors first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Mills Wealth Advisors held 107,263 shares of Vanguard Short-Term Bond ETF worth $8.36M as of Q2 2026.
Mills Wealth Advisors bought 10,329 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $806K.
Vanguard Short-Term Bond ETF made up 2.63% of Mills Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Mills Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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