SWA
BSV icon

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

Safir Wealth Advisors’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 		$16.7M Buy
213,718
+14,555
+7% +$1.14M 10.82% 2
2026
Q1 		$15.6M Buy
199,163
+775
+0.4% +$61K 11.29% 2
2025
Q4 		$15.6M Buy
198,388
+6,909
+4% +$545K 10.96% 3
2025
Q3 		$15.1M Buy
191,479
+323
+0.2% +$25.4K 10.67% 3
2025
Q2 		$15M Buy
191,156
+3,420
+2% +$267K 11.04% 3
2025
Q1 		$14.7M Buy
187,736
+11,574
+7% +$898K 11.66% 2
2024
Q4 		$13.6M Buy
176,162
+3,230
+2% +$251K 10.5% 3
2024
Q3 		$13.6M Buy
172,932
+4,995
+3% +$389K 10.46% 3
2024
Q2 		$12.9M Sell
167,937
-265
-0.2% -$20.2K 10.55% 3
2024
Q1 		$12.9M Buy
168,202
+9,123
+6% +$700K 10.59% 2
2023
Q4 		$12.3M Sell
159,079
-1,326
-0.8% -$100K 11.02% 2
2023
Q3 		$12.1M Sell
160,405
-2,246
-1% -$169K 11.66% 2
2023
Q2 		$12.3M Buy
162,651
+5,820
+4% +$444K 11.37% 2
2023
Q1 		$12M Buy
156,831
+1,702
+1% +$129K 11.84% 2
2022
Q4 		$11.7M Sell
155,129
-1,765
-1% -$132K 11.9% 2
2022
Q3 		$11.7M Sell
156,894
-7,215
-4% -$551K 12.22% 2
2022
Q2 		$12.6M Sell
164,109
-9,175
-5% -$707K 12.33% 2
2022
Q1 		$13.5M Sell
173,284
-9,017
-5% -$716K 11.27% 3
2021
Q4 		$14.7M Buy
182,301
+1,087
+0.6% +$88.4K 11.47% 3
2021
Q3 		$14.8M Buy
181,214
+1,255
+0.7% +$103K 12.42% 3
2021
Q2 		$14.8M Buy
179,959
+9,390
+6% +$772K 12.55% 3
2021
Q1 		$14M Buy
170,569
+4,700
+3% +$388K 12.85% 3
2020
Q4 		$13.8M Buy
+165,869
New +$13.7M 12.77% 3

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Safir Wealth Advisors's BSV Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q2 2026, buying an estimated $1.14M and bringing the position to 213,718 shares worth $16.7M. The position accounts for 10.82% of the portfolio, ranked #2.

Safir Wealth Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Safir Wealth Advisors held 213,718 shares of Vanguard Short-Term Bond ETF worth $16.7M as of Q2 2026.
  • Safir Wealth Advisors bought 14,555 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.14M.
  • Vanguard Short-Term Bond ETF made up 10.82% of Safir Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.