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 Q3	$229K	Buy	3,002 +110	+4%	+$8.5K	0.12%	93
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Opinicus Capital's BSV Position: Q3 2026 in Review

Opinicus Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q3 2026, buying an estimated $8.5K and bringing the position to 3,002 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #93.

Opinicus Capital first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $416K in Q1 2024. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Opinicus Capital held 3,002 shares of Vanguard Short-Term Bond ETF worth $229K as of Q3 2026.
Opinicus Capital bought 110 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $8.5K.
Vanguard Short-Term Bond ETF made up 0.12% of Opinicus Capital's portfolio in Q3 2026, its #93 holding.
Opinicus Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
Opinicus Capital's Vanguard Short-Term Bond ETF position peaked at $416K in Q1 2024.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.