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

Sax 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	$18.9M	Buy	240,584 +212,892	+769%	+$16.6M	0.77%	26
2026 Q1	$2.18M	Hold	27,692	–	–	0.11%	113
2025 Q4	$2.18M	Buy	27,692 +15,952	+136%	+$1.26M	0.1%	116
2025 Q3	$926K	Sell	11,740 -2,521	-18%	-$198K	0.05%	193
2025 Q2	$1.12M	Buy	14,261 +2,282	+19%	+$178K	0.07%	167
2025 Q1	$938K	Buy	+11,979	New	+$930K	0.07%	147
2024 Q2	–	Sell	-3,443	Closed	-$264K	–	276
2024 Q1	$264K	Sell	3,443 -5,568	-62%	-$427K	0.03%	158
2023 Q4	$694K	Sell	9,011 -9,372	-51%	-$709K	0.11%	93
2023 Q3	$1.38M	Sell	18,383 -811	-4%	-$61.1K	0.27%	54
2023 Q2	$1.45M	Sell	19,194 -348	-2%	-$26.5K	0.29%	51
2023 Q1	$1.49M	Sell	19,542 -1,317	-6%	-$99.8K	0.32%	50
2022 Q4	$1.57M	Sell	20,859 -12,951	-38%	-$972K	0.36%	48
2022 Q3	$2.53M	Sell	33,810 -5,351	-14%	-$409K	0.65%	29
2022 Q2	$3.01M	Sell	39,161 -26,492	-40%	-$2.04M	0.76%	24
2022 Q1	$5.11M	Sell	65,653 -22,585	-26%	-$1.79M	1.24%	20
2021 Q4	$7.13M	Sell	88,238 -9,162	-9%	-$745K	1.49%	16
2021 Q3	$7.98M	Buy	97,400 +9,504	+11%	+$781K	1.89%	13
2021 Q2	$7.22M	Buy	87,896 +31,876	+57%	+$2.62M	2.48%	9
2021 Q1	$4.6M	Buy	56,020 +27,686	+98%	+$2.29M	1.68%	13
2020 Q4	$2.35M	Buy	+28,334	New	+$2.35M	1.08%	28

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Sax Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 769% in Q2 2026, buying an estimated $16.6M and bringing the position to 240,584 shares worth $18.9M. The position accounts for 0.77% of the portfolio, ranked #26.

Sax Wealth Advisors first reported a position in BSV in Q4 2020 and has held it in 20 quarters since. 313 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sax Wealth Advisors held 240,584 shares of Vanguard Short-Term Bond ETF worth $18.9M as of Q2 2026.
Sax Wealth Advisors bought 212,892 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $16.6M.
Vanguard Short-Term Bond ETF made up 0.77% of Sax Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Sax Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 20 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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