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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SC&H Financial Advisors's BSV Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.53% in Q2 2026, buying an estimated $9.91K and bringing the position to 24,109 shares worth $1.88M. The position accounts for 0.25% of the portfolio, ranked #50.

SC&H Financial Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • SC&H Financial Advisors held 24,109 shares of Vanguard Short-Term Bond ETF worth $1.88M as of Q2 2026.
  • SC&H Financial Advisors bought 127 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $9.91K.
  • Vanguard Short-Term Bond ETF made up 0.25% of SC&H Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $2.31M in Q4 2023.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.