Paladin Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Paladin Partners’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	$2.26M	Buy	29,603 +1,806	+6%	+$140K	1.39%	15
2026 Q2	$2.17M	Buy	27,797 +1,990	+8%	+$155K	1.43%	16
2026 Q1	$2.02M	Buy	25,807 +857	+3%	+$67.5K	1.46%	16
2025 Q4	$1.97M	Buy	+24,950	New	+$1.97M	1.47%	15

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

Paladin Partners's BSV Position: Q3 2026 in Review

Paladin Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q3 2026, buying an estimated $140K and bringing the position to 29,603 shares worth $2.26M. The position accounts for 1.39% of the portfolio, ranked #15.

Paladin Partners first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Paladin Partners held 29,603 shares of Vanguard Short-Term Bond ETF worth $2.26M as of Q3 2026.
Paladin Partners bought 1,806 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $140K.
Vanguard Short-Term Bond ETF made up 1.39% of Paladin Partners's portfolio in Q3 2026, its #15 holding.
Paladin Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.