Oak Grove Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Oak Grove Capital’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 Q3	$863K	Hold	11,290	–	–	0.04%	79
2026 Q2	$880K	Sell	11,290 -10,000	-47%	-$780K	0.04%	74
2026 Q1	$1.67M	Buy	+21,290	New	+$1.68M	0.14%	50
2018 Q4	–	Sell	-187	Closed	-$15K	–	78
2018 Q3	$15K	Buy	+187	New	+$14.6K	0.01%	104

Other funds holding BSV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Oak Grove Capital's BSV Position: Q3 2026 in Review

Oak Grove Capital held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 11,290 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #79.

Oak Grove Capital first reported a position in BSV in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.67M in Q1 2026. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Oak Grove Capital held 11,290 shares of Vanguard Short-Term Bond ETF worth $863K as of Q3 2026.
Oak Grove Capital left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.04% of Oak Grove Capital's portfolio in Q3 2026, its #79 holding.
Oak Grove Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 4 quarters since.
Oak Grove Capital's Vanguard Short-Term Bond ETF position peaked at $1.67M in Q1 2026.
71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.