SFA
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Sequoia Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sequoia 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 		$283M Buy
3,631,159
+252,678
+7% +$19.7M 1.41% 14
2026
Q1 		$265M Buy
3,378,481
+450,453
+15% +$35.5M 1.48% 14
2025
Q4 		$231M Buy
2,928,028
+186,073
+7% +$14.7M 1.29% 15
2025
Q3 		$216M Buy
2,741,955
+209,057
+8% +$16.4M 1.31% 12
2025
Q2 		$199M Sell
2,532,898
-25,145
-1% -$1.97M 1.36% 12
2025
Q1 		$200M Buy
2,558,043
+2,234,266
+690% +$173M 1.54% 12
2024
Q4 		$25M Buy
323,777
+319,825
+8,093% +$24.8M 0.24% 91
2024
Q3 		$311K Sell
3,952
-30
-0.8% -$2.34K ﹤0.01% 951
2024
Q2 		$305K Buy
3,982
+65
+2% +$4.96K ﹤0.01% 887
2024
Q1 		$300K Sell
3,917
-1,572
-29% -$121K ﹤0.01% 861
2023
Q4 		$423K Sell
5,489
-4,259
-44% -$322K 0.01% 791
2023
Q3 		$733K Sell
9,748
-445
-4% -$33.5K 0.01% 410
2023
Q2 		$770K Sell
10,193
-1,184
-10% -$90.2K 0.01% 403
2023
Q1 		$870K Buy
11,377
+95
+0.8% +$7.2K 0.02% 338
2022
Q4 		$849K Sell
11,282
-359
-3% -$26.9K 0.02% 323
2022
Q3 		$871K Sell
11,641
-8,314
-42% -$635K 0.03% 227
2022
Q2 		$1.53M Sell
19,955
-1,844
-8% -$142K 0.04% 199
2022
Q1 		$1.7M Buy
21,799
+4,942
+29% +$392K 0.04% 202
2021
Q4 		$1.36M Buy
16,857
+12,551
+291% +$1.02M 0.04% 214
2021
Q3 		$353K Sell
4,306
-10,058
-70% -$827K 0.04% 186
2021
Q2 		$1.18M Buy
14,364
+896
+7% +$73.7K 0.04% 189
2021
Q1 		$1.11M Hold
13,468
– – 0.05% 181
2020
Q4 		$1.12M Buy
13,468
+6,033
+81% +$500K 0.05% 178
2020
Q3 		$617K Sell
7,435
-324
-4% -$26.9K 0.03% 201
2020
Q2 		$645K Buy
7,759
+139
+2% +$11.5K 0.04% 190
2020
Q1 		$626K Sell
7,620
-547
-7% -$44.4K 0.05% 165
2019
Q4 		$658K Hold
8,167
– – 0.04% 184
2019
Q3 		$660K Hold
8,167
– – 0.05% 165
2019
Q2 		$658K Sell
8,167
-1,050
-11% -$83.7K 0.05% 162
2019
Q1 		$734K Buy
9,217
+490
+6% +$38.7K 0.06% 146
2018
Q4 		$686K Buy
8,727
+2,447
+39% +$191K 0.08% 123
2018
Q3 		$490K Buy
6,280
+1,244
+25% +$97.2K 0.05% 162
2018
Q2 		$394K Buy
5,036
+921
+22% +$72K 0.04% 183
2018
Q1 		$323K Sell
4,115
-362
-8% -$28.4K 0.03% 223
2017
Q4 		$354K Sell
4,477
-1,494
-25% -$119K 0.04% 209
2017
Q3 		$477K Buy
+5,971
New +$477K 0.06% 154
2017
Q1 		– Sell
-12,164
Closed -$966K – 291
2016
Q4 		$966K Buy
12,164
+36
+0.3% +$2.88K 0.14% 102
2016
Q3 		$980K Buy
+12,128
New +$981K 0.18% 82

Other funds holding BSV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Sequoia Financial Advisors's BSV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q2 2026, buying an estimated $19.7M and bringing the position to 3,631,159 shares worth $283M. The position accounts for 1.41% of the portfolio, ranked #14.

Sequoia Financial Advisors first reported a position in BSV in Q3 2016 and has held it in 38 quarters since. 615 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sequoia Financial Advisors held 3,631,159 shares of Vanguard Short-Term Bond ETF worth $283M as of Q2 2026.
  • Sequoia Financial Advisors bought 252,678 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $19.7M.
  • Vanguard Short-Term Bond ETF made up 1.41% of Sequoia Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and has held it in 38 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.