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

Opinicus 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 Q2	$225K	Buy	2,892 +230	+9%	+$17.9K	0.12%	98
2026 Q1	$209K	Buy	2,662 +21	+0.8%	+$1.65K	0.15%	95
2025 Q4	$208K	Buy	+2,641	New	+$208K	0.15%	98
2024 Q4	–	Sell	-4,841	Closed	-$381K	–	96
2024 Q3	$381K	Sell	4,841 -394	-8%	-$30.7K	0.3%	74
2024 Q2	$402K	Sell	5,235 -194	-4%	-$14.8K	0.34%	72
2024 Q1	$416K	Buy	5,429 +49	+0.9%	+$3.76K	0.37%	69
2023 Q4	$414K	Buy	+5,380	New	+$407K	0.42%	65

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Opinicus Capital's BSV Position: Q2 2026 in Review

Opinicus Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,892 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #98.

Opinicus Capital first reported a position in BSV in Q4 2023 and has held it in 7 quarters since. The position peaked at $416K in Q1 2024. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Opinicus Capital held 2,892 shares of Vanguard Short-Term Bond ETF worth $225K as of Q2 2026.
Opinicus Capital bought 230 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Short-Term Bond ETF made up 0.12% of Opinicus Capital's portfolio in Q2 2026, its #98 holding.
Opinicus Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
Opinicus Capital's Vanguard Short-Term Bond ETF position peaked at $416K in Q1 2024.
639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.