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SC&H Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SC&H Financial 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
Q3 		$1.85M Buy
24,238
+129
+0.5% +$9.97K 0.26% 48
2026
Q2 		$1.88M Buy
24,109
+127
+0.5% +$9.91K 0.25% 50
2026
Q1 		$1.88M Buy
23,982
+101
+0.4% +$7.95K 0.28% 48
2025
Q4 		$1.88M Sell
23,881
-1,367
-5% -$108K 0.29% 43
2025
Q3 		$1.99M Buy
25,248
+221
+0.9% +$17.4K 0.32% 41
2025
Q2 		$1.97M Sell
25,027
-457
-2% -$35.7K 0.34% 40
2025
Q1 		$1.99M Buy
25,484
+678
+3% +$52.6K 0.39% 36
2024
Q4 		$1.92M Buy
24,806
+549
+2% +$42.6K 0.4% 36
2024
Q3 		$1.91M Buy
24,257
+1,714
+8% +$134K 0.42% 35
2024
Q2 		$1.73M Sell
22,543
-2,546
-10% -$194K 0.42% 35
2024
Q1 		$1.92M Sell
25,089
-4,869
-16% -$373K 0.5% 32
2023
Q4 		$2.31M Buy
29,958
+10,118
+51% +$766K 0.67% 27
2023
Q3 		$1.49M Buy
19,840
+1,052
+6% +$79.3K 0.5% 35
2023
Q2 		$1.42M Buy
18,788
+1,374
+8% +$105K 0.47% 36
2023
Q1 		$1.33M Buy
17,414
+3,621
+26% +$274K 0.49% 38
2022
Q4 		$1.04M Buy
13,793
+3,067
+29% +$230K 0.43% 53
2022
Q3 		$803K Buy
10,726
+3,351
+45% +$256K 0.4% 51
2022
Q2 		$566K Buy
7,375
+400
+6% +$30.8K 0.26% 77
2022
Q1 		$543K Buy
6,975
+209
+3% +$16.6K 0.26% 81
2021
Q4 		$547K Buy
+6,766
New +$550K 0.3% 79

Other funds holding BSV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

SC&H Financial Advisors's BSV Position: Q3 2026 in Review

SC&H Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.54% in Q3 2026, buying an estimated $9.97K and bringing the position to 24,238 shares worth $1.85M. The position accounts for 0.26% of the portfolio, ranked #48.

SC&H Financial Advisors first reported a position in BSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.31M in Q4 2023. 167 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • SC&H Financial Advisors held 24,238 shares of Vanguard Short-Term Bond ETF worth $1.85M as of Q3 2026.
  • SC&H Financial Advisors bought 129 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $9.97K.
  • Vanguard Short-Term Bond ETF made up 0.26% of SC&H Financial Advisors's portfolio in Q3 2026, its #48 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $2.31M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.