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Nicholas Hoffman & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nicholas Hoffman & Company’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 		$371K Hold
4,764
– – 0.01% 273
2026
Q1 		$374K Hold
4,764
– – 0.01% 263
2025
Q4 		$375K Sell
4,764
-428
-8% -$33.8K 0.01% 250
2025
Q3 		$410K Hold
5,192
– – 0.01% 242
2025
Q2 		$409K Hold
5,192
– – 0.01% 229
2025
Q1 		$406K Buy
5,192
+827
+19% +$64.2K 0.02% 215
2024
Q4 		$337K Sell
4,365
-100
-2% -$7.76K 0.01% 230
2024
Q3 		$351K Buy
4,465
+100
+2% +$7.79K 0.01% 235
2024
Q2 		$335K Buy
+4,365
New +$333K 0.02% 229
2024
Q1 		– Sell
-3,304
Closed -$254K – 294
2023
Q4 		$254K Buy
3,304
+60
+2% +$4.54K 0.02% 253
2023
Q3 		$244K Sell
3,244
-340
-9% -$25.6K 0.02% 239
2023
Q2 		$271K Sell
3,584
-1,382
-28% -$105K 0.01% 231
2023
Q1 		$380K Hold
4,966
– – 0.03% 199
2022
Q4 		$374K Buy
+4,966
New +$373K 0.04% 194
2022
Q3 		– Sell
-2,638
Closed -$203K – 258
2022
Q2 		$203K Hold
2,638
– – 0.01% 248
2022
Q1 		$206K Hold
2,638
– – 0.01% 267
2021
Q4 		$213K Sell
2,638
-365
-12% -$29.7K 0.01% 260
2021
Q3 		$246K Hold
3,003
– – 0.04% 236
2021
Q2 		$247K Buy
3,003
+365
+14% +$30K 0.04% 230
2021
Q1 		$217K Buy
+2,638
New +$218K 0.04% 231
2018
Q2 		– Sell
-3,327
Closed -$261K – 171
2018
Q1 		$261K Hold
3,327
– – 0.1% 146
2017
Q4 		$263K Sell
3,327
-420
-11% -$33.4K 0.1% 143
2017
Q3 		$299K Sell
3,747
-994
-21% -$79.5K 0.13% 126
2017
Q2 		$379K Buy
4,741
+1,253
+36% +$100K 0.17% 109
2017
Q1 		$278K Hold
3,488
– – 0.13% 124
2016
Q4 		$277K Sell
3,488
-3,105
-47% -$248K 0.14% 126
2016
Q3 		$533K Buy
+6,593
New +$533K 0.29% 80

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Nicholas Hoffman & Company's BSV Position: Q2 2026 in Review

Nicholas Hoffman & Company held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,764 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #273.

Nicholas Hoffman & Company first reported a position in BSV in Q3 2016 and has held it in 27 quarters since. The position peaked at $533K in Q3 2016. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Nicholas Hoffman & Company held 4,764 shares of Vanguard Short-Term Bond ETF worth $371K as of Q2 2026.
  • Nicholas Hoffman & Company left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #273 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and has held it in 27 quarters since.
  • Nicholas Hoffman & Company's Vanguard Short-Term Bond ETF position peaked at $533K in Q3 2016.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.