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Neumann Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Neumann Capital Management’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 		$4.73M Sell
60,699
-919
-1% -$71.7K 3.13% 10
2026
Q1 		$4.83M Buy
61,618
+4,156
+7% +$327K 1.42% 16
2025
Q4 		$4.53M Sell
57,462
-888
-2% -$70.1K 1.31% 19
2025
Q3 		$4.6M Buy
58,350
+1,100
+2% +$86.5K 1.35% 16
2025
Q2 		$4.51M Buy
57,250
+500
+0.9% +$39.1K 1.42% 17
2025
Q1 		$4.44M Sell
56,750
-7,879
-12% -$612K 1.54% 16
2024
Q4 		$4.99M Sell
64,629
-10,400
-14% -$807K 1.66% 14
2024
Q3 		$5.9M Buy
75,029
+4,000
+6% +$312K 1.96% 14
2024
Q2 		$5.45M Buy
71,029
+5,600
+9% +$427K 1.87% 14
2024
Q1 		$5.02M Sell
65,429
-1,700
-3% -$130K 1.79% 14
2023
Q4 		$5.17M Buy
67,129
+25,700
+62% +$1.95M 2.05% 14
2023
Q3 		$3.11M Buy
41,429
+22,500
+119% +$1.7M 1.36% 16
2023
Q2 		$1.43M Hold
18,929
– – 0.59% 43
2023
Q1 		$1.45M Buy
18,929
+4,500
+31% +$341K 0.64% 43
2022
Q4 		$1.09M Buy
14,429
+4,350
+43% +$326K 0.51% 50
2022
Q3 		$754K Buy
+10,079
New +$770K 0.39% 59

Other funds holding BSV

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
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
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
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

Neumann Capital Management's BSV Position: Q2 2026 in Review

Neumann Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q2 2026, selling an estimated $71.7K and leaving 60,699 shares worth $4.73M. The position accounts for 3.13% of the portfolio, ranked #10.

Neumann Capital Management first reported a position in BSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.9M in Q3 2024. 643 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Neumann Capital Management held 60,699 shares of Vanguard Short-Term Bond ETF worth $4.73M as of Q2 2026.
  • Neumann Capital Management sold 919 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $71.7K.
  • Vanguard Short-Term Bond ETF made up 3.13% of Neumann Capital Management's portfolio in Q2 2026, its #10 holding.
  • Neumann Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Neumann Capital Management's Vanguard Short-Term Bond ETF position peaked at $5.9M in Q3 2024.
  • 643 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.