MilWealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5M | Buy |
262,722
+19,510
| +8% | +$1.52M | 4.37% | 10 |
|
|
2026
Q1 | $19.1M | Buy |
243,212
+6,340
| +3% | +$499K | 4.54% | 10 |
|
|
2025
Q4 | $18.7M | Buy |
236,872
+8,836
| +4% | +$697K | 4.44% | 10 |
|
|
2025
Q3 | $18M | Buy |
228,036
+6,840
| +3% | +$538K | 4.39% | 10 |
|
|
2025
Q2 | $17.4M | Sell |
221,196
-1,803
| -0.8% | -$141K | 4.48% | 10 |
|
|
2025
Q1 | $17.5M | Buy |
222,999
+3,589
| +2% | +$279K | 4.81% | 10 |
|
|
2024
Q4 | $17M | Buy |
219,410
+4,245
| +2% | +$329K | 4.63% | 10 |
|
|
2024
Q3 | $16.9M | Buy |
215,165
+6,312
| +3% | +$492K | 4.97% | 8 |
|
|
2024
Q2 | $16M | Buy |
208,853
+4,936
| +2% | +$377K | 5.05% | 8 |
|
|
2024
Q1 | $15.6M | Buy |
203,917
+5,332
| +3% | +$409K | 4.98% | 8 |
|
|
2023
Q4 | $15.3M | Sell |
198,585
-1,806
| -0.9% | -$137K | 5.07% | 8 |
|
|
2023
Q3 | $15.1M | Buy |
200,391
+4,738
| +2% | +$357K | 5.93% | 7 |
|
|
2023
Q2 | $14.8M | Sell |
195,653
-1,067
| -0.5% | -$81.3K | 5.72% | 7 |
|
|
2023
Q1 | $15M | Sell |
196,720
-4,715
| -2% | -$357K | 5.97% | 7 |
|
|
2022
Q4 | $15.2M | Sell |
201,435
-3,006
| -1% | -$226K | 6.22% | 7 |
|
|
2022
Q3 | $15.3M | Buy |
204,441
+263
| +0.1% | +$20.1K | 6.66% | 7 |
|
|
2022
Q2 | $15.7M | Buy |
204,178
+5,586
| +3% | +$430K | 6.74% | 7 |
|
|
2022
Q1 | $15.5M | Buy |
198,592
+3,372
| +2% | +$268K | 5.92% | 7 |
|
|
2021
Q4 | $15.8M | Sell |
195,220
-2,683
| -1% | -$218K | 5.85% | 7 |
|
|
2021
Q3 | $16.2M | Buy |
197,903
+15,945
| +9% | +$1.31M | 6.24% | 7 |
|
|
2021
Q2 | $14.9M | Buy |
181,958
+5,065
| +3% | +$417K | 6.5% | 7 |
|
|
2021
Q1 | $14.5M | Buy |
176,893
+21,880
| +14% | +$1.81M | 6.99% | 7 |
|
|
2020
Q4 | $12.9M | Buy |
155,013
+10,168
| +7% | +$842K | 6.37% | 7 |
|
|
2020
Q3 | $12M | Buy |
144,845
+15,818
| +12% | +$1.31M | 6.65% | 7 |
|
|
2020
Q2 | $10.7M | Sell |
129,027
-24,021
| -16% | -$1.99M | 6.36% | 7 |
|
|
2020
Q1 | $12.6M | Sell |
153,048
-87,227
| -36% | -$7.08M | 9.75% | 5 |
|
|
2019
Q4 | $19.4M | Buy |
240,275
+12,978
| +6% | +$1.05M | 15.11% | 3 |
|
|
2019
Q3 | $18.4M | Buy |
227,297
+6,515
| +3% | +$525K | 15.41% | 3 |
|
|
2019
Q2 | $17.8M | Buy |
220,782
+28,217
| +15% | +$2.25M | 15.1% | 3 |
|
|
2019
Q1 | $15.3M | Buy |
192,565
+15,876
| +9% | +$1.25M | 13.76% | 4 |
|
|
2018
Q4 | $13.9M | Buy |
+176,689
| New | +$13.8M | 13.46% | 4 |
|
Other funds holding BSV
MilWealth Group's BSV Position: Q2 2026 in Review
MilWealth Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 8% in Q2 2026, buying an estimated $1.52M and bringing the position to 262,722 shares worth $20.5M. The position accounts for 4.37% of the portfolio, ranked #10.
MilWealth Group first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- MilWealth Group held 262,722 shares of Vanguard Short-Term Bond ETF worth $20.5M as of Q2 2026.
- MilWealth Group bought 19,510 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.52M.
- Vanguard Short-Term Bond ETF made up 4.37% of MilWealth Group's portfolio in Q2 2026, its #10 holding.
- MilWealth Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
- 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.