Moisand Fitzgerald Tamayo’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.12M	Buy	27,260 +347	+1%	+$27.1K	0.21%	39
2026 Q1	$2.11M	Sell	26,913 -834	-3%	-$65.7K	0.23%	35
2025 Q4	$2.19M	Sell	27,747 -2,289	-8%	-$181K	0.25%	36
2025 Q3	$2.37M	Sell	30,036 -4,869	-14%	-$383K	0.28%	34
2025 Q2	$2.75M	Sell	34,905 -289,400	-89%	-$22.6M	0.35%	28
2025 Q1	$25.4M	Sell	324,305 -101,570	-24%	-$7.88M	3.51%	9
2024 Q4	$32.9M	Buy	425,875 +15,682	+4%	+$1.22M	4.65%	7
2024 Q3	$32.3M	Buy	410,193 +39,093	+11%	+$3.05M	4.43%	7
2024 Q2	$28.5M	Buy	371,100 +57,319	+18%	+$4.37M	4.26%	8
2024 Q1	$24.1M	Buy	313,781 +156,698	+100%	+$12M	3.68%	11
2023 Q4	$12.1M	Buy	157,083 +152,324	+3,201%	+$11.5M	2.09%	14
2023 Q3	$358K	Buy	4,759 +23	+0.5%	+$1.73K	0.08%	76
2023 Q2	$358K	Sell	4,736 -2,850	-38%	-$217K	0.07%	78
2023 Q1	$580K	Sell	7,586 -720	-9%	-$54.6K	0.12%	64
2022 Q4	$625K	Sell	8,306 -30	-0.4%	-$2.25K	0.14%	63
2022 Q3	$624K	Sell	8,336 -1,640	-16%	-$125K	0.17%	59
2022 Q2	$766K	Buy	9,976 +2,292	+30%	+$177K	0.21%	55
2022 Q1	$599K	Sell	7,684 -6,174	-45%	-$490K	0.27%	49
2021 Q4	$1.12M	Buy	13,858 +250	+2%	+$20.3K	0.32%	47
2021 Q3	$1.11M	Buy	13,608 +32	+0.2%	+$2.63K	0.37%	46
2021 Q2	$1.11M	Buy	13,576 +3,610	+36%	+$297K	0.4%	41
2021 Q1	$819K	Sell	9,966 -886	-8%	-$73.1K	0.35%	44
2020 Q4	$900K	Buy	10,852 +544	+5%	+$45.1K	0.41%	39
2020 Q3	$856K	Buy	10,308 +699	+7%	+$58.1K	0.44%	38
2020 Q2	$799K	Buy	9,609 +2,313	+32%	+$191K	0.44%	37
2020 Q1	$600K	Sell	7,296 -1,632	-18%	-$133K	0.39%	41
2019 Q4	$720K	Buy	8,928 +221	+3%	+$17.8K	0.37%	41
2019 Q3	$703K	Sell	8,707 -868	-9%	-$70K	0.38%	41
2019 Q2	$771K	Sell	9,575 -1,421	-13%	-$113K	0.42%	37
2019 Q1	$875K	Sell	10,996 -800	-7%	-$63.1K	0.49%	35
2018 Q4	$927K	Buy	11,796 +403	+4%	+$31.4K	0.58%	29
2018 Q3	$889K	Sell	11,393 -719	-6%	-$56.2K	0.49%	33
2018 Q2	$947K	Sell	12,112 -731	-6%	-$57.1K	0.55%	33
2018 Q1	$1.01M	Sell	12,843 -31,727	-71%	-$2.49M	0.6%	27
2017 Q4	$3.53M	Buy	44,570 +5,665	+15%	+$450K	2.04%	15
2017 Q3	$3.1M	Buy	38,905 +2,905	+8%	+$232K	1.89%	16
2017 Q2	$2.88M	Buy	36,000 +578	+2%	+$46.2K	1.96%	17
2017 Q1	$2.82M	Buy	35,422 +975	+3%	+$77.6K	1.99%	16
2016 Q4	$2.74M	Sell	34,447 -309	-0.9%	-$24.7K	2.03%	16
2016 Q3	$2.81M	Buy	34,756 +906	+3%	+$73.2K	2.13%	16
2016 Q2	$2.74M	Buy	33,850 +1,362	+4%	+$110K	2.24%	16
2016 Q1	$2.62M	Buy	32,488 +880	+3%	+$70.5K	2.12%	14
2015 Q4	$2.52M	Buy	+31,608	New	+$2.53M	2.16%	13

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

Moisand Fitzgerald Tamayo's BSV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 27,260 shares worth $2.12M. The position accounts for 0.21% of the portfolio, ranked #39.

Moisand Fitzgerald Tamayo first reported a position in BSV in Q4 2015 and has held it in 43 quarters since. The position peaked at $32.9M in Q4 2024. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Moisand Fitzgerald Tamayo held 27,260 shares of Vanguard Short-Term Bond ETF worth $2.12M as of Q2 2026.
Moisand Fitzgerald Tamayo bought 347 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $27.1K.
Vanguard Short-Term Bond ETF made up 0.21% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #39 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's Vanguard Short-Term Bond ETF position peaked at $32.9M in Q4 2024.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.