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NBC Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NBC Securities’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 		$3.87M Buy
49,631
+8,201
+20% +$640K 0.26% 87
2026
Q1 		$3.25M Buy
41,430
+460
+1% +$36.2K 0.24% 93
2025
Q4 		$3.23M Buy
40,970
+2,715
+7% +$214K 0.24% 94
2025
Q3 		$3.02M Buy
38,255
+970
+3% +$76.3K 0.23% 103
2025
Q2 		$2.93M Buy
37,285
+19,756
+113% +$1.54M 0.24% 103
2025
Q1 		$1.37M Buy
17,529
+17,512
+103,012% +$1.36M 0.12% 193
2024
Q4 		$1.38K Sell
17
-18,718
-100% -$1.45M 0.13% 184
2024
Q3 		$1.47M Buy
18,735
+833
+5% +$64.9K 0.12% 172
2024
Q2 		$1.37M Sell
17,902
-2,479
-12% -$189K 0.12% 168
2024
Q1 		$1.56M Buy
20,381
+455
+2% +$34.9K 0.15% 143
2023
Q4 		$1.53M Sell
19,926
-80
-0.4% -$6.06K 0.15% 129
2023
Q3 		$1.5M Buy
+20,006
New +$1.51M 0.17% 121

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NBC Securities's BSV Position: Q2 2026 in Review

NBC Securities increased its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q2 2026, buying an estimated $640K and bringing the position to 49,631 shares worth $3.87M. The position accounts for 0.26% of the portfolio, ranked #87.

NBC Securities first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • NBC Securities held 49,631 shares of Vanguard Short-Term Bond ETF worth $3.87M as of Q2 2026.
  • NBC Securities bought 8,201 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $640K.
  • Vanguard Short-Term Bond ETF made up 0.26% of NBC Securities's portfolio in Q2 2026, its #87 holding.
  • NBC Securities first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.