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Narus Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Narus Financial Partners’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 		$583K Sell
7,488
-1,551
-17% -$121K 0.15% 96
2026
Q1 		$709K Sell
9,039
-811
-8% -$63.9K 0.19% 80
2025
Q4 		$776K Sell
9,850
-375
-4% -$29.6K 0.21% 72
2025
Q3 		$807K Buy
10,225
+1,082
+12% +$85.1K 0.22% 69
2025
Q2 		$720K Buy
9,143
+85
+0.9% +$6.65K 0.22% 69
2025
Q1 		$709K Sell
9,058
-1,524
-14% -$118K 0.24% 62
2024
Q4 		$818K Sell
10,582
-6,649
-39% -$516K 0.28% 60
2024
Q3 		$1.36M Buy
17,231
+205
+1% +$16K 0.49% 41
2024
Q2 		$1.31M Buy
17,026
+2,075
+14% +$158K 0.53% 39
2024
Q1 		$1.15M Buy
14,951
+3,453
+30% +$265K 0.49% 45
2023
Q4 		$886K Sell
11,498
-2,414
-17% -$183K 0.43% 52
2023
Q3 		$1.05M Sell
13,912
-1,260
-8% -$95K 0.54% 35
2023
Q2 		$1.15M Buy
15,172
+1,484
+11% +$113K 0.59% 32
2023
Q1 		$1.05M Buy
13,688
+7,122
+108% +$540K 0.57% 32
2022
Q4 		$494K Sell
6,566
-200
-3% -$15K 0.29% 61
2022
Q3 		$506K Buy
+6,766
New +$517K 0.32% 53

Other funds holding BSV

TI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Narus Financial Partners's BSV Position: Q2 2026 in Review

Narus Financial Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, selling an estimated $121K and leaving 7,488 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #96.

Narus Financial Partners first reported a position in BSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q3 2024. 688 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Narus Financial Partners held 7,488 shares of Vanguard Short-Term Bond ETF worth $583K as of Q2 2026.
  • Narus Financial Partners sold 1,551 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Narus Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Narus Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Narus Financial Partners's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.