Selective Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Selective Wealth Management’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	$1.42M	Sell	18,544 -307	-2%	-$23.7K	0.33%	40
2026 Q2	$1.46M	Sell	18,851 -1,386	-7%	-$108K	0.38%	37
2026 Q1	$1.58M	Sell	20,237 -2,222	-10%	-$175K	0.47%	32
2025 Q4	$1.77M	Sell	22,459 -596	-3%	-$47K	0.55%	27
2025 Q3	$1.82M	Sell	23,055 -1,358	-6%	-$107K	0.58%	26
2025 Q2	$1.91M	Sell	24,413 -2,335	-9%	-$183K	0.7%	20
2025 Q1	$2.08M	Sell	26,748 -1,390	-5%	-$108K	0.9%	17
2024 Q4	$2.17M	Sell	28,138 -926	-3%	-$71.9K	0.88%	17
2024 Q3	$2.27M	Sell	29,064 -978	-3%	-$76.2K	0.94%	18
2024 Q2	$2.31M	Sell	30,042 -463	-2%	-$35.3K	1.02%	19
2024 Q1	$2.32M	Sell	30,505 -835	-3%	-$64.1K	1.01%	20
2023 Q4	$2.41M	Sell	31,340 -2,963	-9%	-$224K	1.21%	19
2023 Q3	$2.57M	Sell	34,303 -9,177	-21%	-$692K	1.41%	19
2023 Q2	$3.27M	Buy	+43,480	New	+$3.31M	1.63%	17
2022 Q4	$4.03M	Sell	52,844 -61,533	-54%	-$4.62M	2.13%	14
2022 Q3	$8.56M	Sell	114,377 -18,103	-14%	-$1.38M	3.67%	4
2022 Q2	$10.2M	Sell	132,480 -4,062	-3%	-$313K	3.62%	4
2022 Q1	$10.6M	Buy	136,542 +15,221	+13%	+$1.21M	3.86%	6
2021 Q4	$9.8M	Buy	121,321 +9,095	+8%	+$740K	4%	5
2021 Q3	$9.2M	Buy	112,226 +51,506	+85%	+$4.23M	4.87%	3
2021 Q2	$4.99M	Buy	60,720 +40,567	+201%	+$3.34M	3.98%	5
2021 Q1	$1.66M	Buy	+20,153	New	+$1.66M	1.51%	18
2020 Q3	–	Sell	-456	Closed	-$38K	–	324
2020 Q2	$38K	Buy	+456	New	+$37.7K	0.03%	124

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Selective Wealth Management's BSV Position: Q3 2026 in Review

Selective Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q3 2026, selling an estimated $23.7K and leaving 18,544 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #40.

Selective Wealth Management first reported a position in BSV in Q2 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q1 2022. 573 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Selective Wealth Management held 18,544 shares of Vanguard Short-Term Bond ETF worth $1.42M as of Q3 2026.
Selective Wealth Management sold 307 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $23.7K.
Vanguard Short-Term Bond ETF made up 0.33% of Selective Wealth Management's portfolio in Q3 2026, its #40 holding.
Selective Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 23 quarters since.
Selective Wealth Management's Vanguard Short-Term Bond ETF position peaked at $10.6M in Q1 2022.
573 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.