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

PUREfi 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 Q3	$828K	Buy	+10,844	New	+$838K	0.39%	60

Other funds holding BSV

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

PUREfi Wealth's BSV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 10,844 shares worth $828K. The stake represents 0.39% of the portfolio and ranks #60 among its holdings.

548 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

PUREfi Wealth held 10,844 shares of Vanguard Short-Term Bond ETF worth $828K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new PUREfi Wealth position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.39% of PUREfi Wealth's portfolio in Q3 2026, its #60 holding.
548 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.