Sage Investment Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sage Investment Advisers’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	$5.18M	Buy	66,468 +16,925	+34%	+$1.32M	3.48%	5
2026 Q1	$3.87M	Buy	49,543 +2,301	+5%	+$181K	2.87%	9
2025 Q4	$3.72M	Buy	+47,242	New	+$3.73M	2.79%	8
2024 Q3	$3.12M	Sell	39,652 -23	-0.1%	-$1.79K	3.27%	7
2024 Q2	$3.04M	Buy	39,675 +6,145	+18%	+$469K	3.44%	8
2024 Q1	$2.57M	Buy	33,530 +3,176	+10%	+$244K	2.95%	10
2023 Q4	$2.34M	Sell	30,354 -5,330	-15%	-$403K	2.84%	9
2023 Q3	$2.68M	Buy	35,684 +7,081	+25%	+$534K	3.68%	7
2023 Q2	$2.16M	Sell	28,603 -1,746	-6%	-$133K	2.89%	11
2023 Q1	$2.32M	Sell	30,349 -10,035	-25%	-$760K	3.1%	10
2022 Q4	$3.04M	Buy	+40,384	New	+$3.03M	4.33%	5
2022 Q3	–	Sell	-4,915	Closed	-$377K	–	59
2022 Q2	$377K	Sell	4,915 -35,325	-88%	-$2.72M	0.59%	41
2022 Q1	$3.13M	Buy	40,240 +3,475	+9%	+$276K	4.15%	5
2021 Q4	$2.97M	Buy	+36,765	New	+$2.99M	3.83%	4

Other funds holding BSV

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sage Investment Advisers's BSV Position: Q2 2026 in Review

Sage Investment Advisers increased its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q2 2026, buying an estimated $1.32M and bringing the position to 66,468 shares worth $5.18M. The position accounts for 3.48% of the portfolio, ranked #5.

Sage Investment Advisers first reported a position in BSV in Q4 2021 and has held it in 14 quarters since. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sage Investment Advisers held 66,468 shares of Vanguard Short-Term Bond ETF worth $5.18M as of Q2 2026.
Sage Investment Advisers bought 16,925 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.32M.
Vanguard Short-Term Bond ETF made up 3.48% of Sage Investment Advisers's portfolio in Q2 2026, its #5 holding.
Sage Investment Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 14 quarters since.
683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.