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

Revisor 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 Q2	$427K	Sell	5,479 -87	-2%	-$6.79K	0.1%	215
2026 Q1	$436K	Buy	5,566 +626	+13%	+$49.3K	0.12%	183
2025 Q4	$389K	Buy	4,940 +852	+21%	+$67.2K	0.1%	200
2025 Q3	$322K	Sell	4,088 -549	-12%	-$43.2K	0.11%	196
2025 Q2	$363K	Buy	4,637 +426	+10%	+$33.3K	0.13%	187
2025 Q1	$330K	Buy	+4,211	New	+$327K	0.15%	159
2023 Q3	–	Sell	-34,280	Closed	-$2.59M	–	156
2023 Q2	$2.59M	Buy	34,280 +6,394	+23%	+$487K	2.32%	7
2023 Q1	$2.13M	Buy	+27,886	New	+$2.11M	1.95%	12

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Revisor Wealth Management's BSV Position: Q2 2026 in Review

Revisor Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, selling an estimated $6.79K and leaving 5,479 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #215.

Revisor Wealth Management first reported a position in BSV in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.59M in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Revisor Wealth Management held 5,479 shares of Vanguard Short-Term Bond ETF worth $427K as of Q2 2026.
Revisor Wealth Management sold 87 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.79K.
Vanguard Short-Term Bond ETF made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #215 holding.
Revisor Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 8 quarters since.
Revisor Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.59M in Q2 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.