Penney Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Penney Financial’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	$298K	Sell	3,830 -31	-0.8%	-$2.42K	0.1%	40
2026 Q1	$303K	Sell	3,861 -5	-0.1%	-$394	0.12%	37
2025 Q4	$305K	Hold	3,866	–	–	0.12%	38
2025 Q3	$305K	Sell	3,866 -64	-2%	-$5.03K	0.14%	37
2025 Q2	$309K	Sell	3,930 -272	-6%	-$21.3K	0.16%	34
2025 Q1	$329K	Buy	4,202 +5	+0.1%	+$388	0.22%	29
2024 Q4	$324K	Hold	4,197	–	–	0.22%	27
2024 Q3	$330K	Sell	4,197 -288	-6%	-$22.4K	0.23%	27
2024 Q2	$344K	Sell	4,485 -474	-10%	-$36.2K	0.25%	29
2024 Q1	$380K	Buy	4,959 +2,041	+70%	+$157K	0.28%	26
2023 Q4	$225K	Buy	+2,918	New	+$221K	0.19%	28

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

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

Penney Financial's BSV Position: Q2 2026 in Review

Penney Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.8% in Q2 2026, selling an estimated $2.42K and leaving 3,830 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #40.

Penney Financial first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q1 2024. 745 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Penney Financial held 3,830 shares of Vanguard Short-Term Bond ETF worth $298K as of Q2 2026.
Penney Financial sold 31 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.42K.
Vanguard Short-Term Bond ETF made up 0.1% of Penney Financial's portfolio in Q2 2026, its #40 holding.
Penney Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Penney Financial's Vanguard Short-Term Bond ETF position peaked at $380K in Q1 2024.
745 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.