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Omni 360 Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Omni 360 Wealth’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 		$4.78M Sell
61,378
-1,136
-2% -$88.7K 2.21% 12
2026
Q1 		$4.9M Sell
62,514
-3,696
-6% -$291K 2.53% 10
2025
Q4 		$5.22M Buy
66,210
+3,371
+5% +$266K 2.67% 11
2025
Q3 		$4.96M Buy
62,839
+3,438
+6% +$270K 2.78% 9
2025
Q2 		$4.67M Buy
59,401
+1,117
+2% +$87.3K 2.9% 9
2025
Q1 		$4.56M Buy
58,284
+5,271
+10% +$409K 3.06% 8
2024
Q4 		$4.1M Buy
53,013
+7,413
+16% +$575K 2.72% 8
2024
Q3 		$3.59M Buy
45,600
+2,230
+5% +$174K 2.46% 9
2024
Q2 		$3.33M Buy
43,370
+5,467
+14% +$417K 2.53% 8
2024
Q1 		$2.91M Buy
37,903
+3,205
+9% +$246K 2.4% 8
2023
Q4 		$2.67M Buy
+34,698
New +$2.63M 2.5% 9

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Omni 360 Wealth's BSV Position: Q2 2026 in Review

Omni 360 Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $88.7K and leaving 61,378 shares worth $4.78M. The position accounts for 2.21% of the portfolio, ranked #12.

Omni 360 Wealth first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.22M in Q4 2025. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Omni 360 Wealth held 61,378 shares of Vanguard Short-Term Bond ETF worth $4.78M as of Q2 2026.
  • Omni 360 Wealth sold 1,136 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $88.7K.
  • Vanguard Short-Term Bond ETF made up 2.21% of Omni 360 Wealth's portfolio in Q2 2026, its #12 holding.
  • Omni 360 Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's Vanguard Short-Term Bond ETF position peaked at $5.22M in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.