Reston Wealth Management
BSV icon

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

Reston Wealth Management’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 		$431K Sell
5,640
-1,300
-19% -$101K 0.12% 41
2026
Q2 		$541K Sell
6,940
-2,500
-26% -$195K 0.15% 36
2026
Q1 		$740K Buy
+9,440
New +$743K 0.23% 28

Other funds holding BSV

Creative Planning
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Reston Wealth Management's BSV Position: Q3 2026 in Review

Reston Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q3 2026, selling an estimated $101K and leaving 5,640 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #41.

Reston Wealth Management first reported a position in BSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $740K in Q1 2026. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Reston Wealth Management held 5,640 shares of Vanguard Short-Term Bond ETF worth $431K as of Q3 2026.
  • Reston Wealth Management sold 1,300 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $101K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Reston Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Reston Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Reston Wealth Management's Vanguard Short-Term Bond ETF position peaked at $740K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Reston Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.