Silver Oak Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Silver Oak Securities’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	$3.06M	Sell	39,215 -622	-2%	-$48.5K	0.19%	123
2026 Q1	$3.12M	Buy	39,837 +1,329	+3%	+$105K	0.23%	92
2025 Q4	$3.04M	Sell	38,508 -738	-2%	-$58.2K	0.21%	111
2025 Q3	$3.1M	Buy	39,246 +3,007	+8%	+$236K	0.23%	96
2025 Q2	$2.85M	Sell	36,239 -3,309	-8%	-$259K	0.23%	94
2025 Q1	$3.09M	Buy	39,548 +324	+0.8%	+$25.2K	0.28%	79
2024 Q4	$3.03M	Buy	39,224 +2,541	+7%	+$197K	0.28%	77
2024 Q3	$2.89M	Buy	36,683 +33,794	+1,170%	+$2.63M	0.31%	77
2024 Q2	$222K	Buy	2,889 +41	+1%	+$3.13K	0.03%	359
2024 Q1	$218K	Sell	2,848 -24,737	-90%	-$1.9M	0.03%	361
2023 Q4	$2.12M	Buy	27,585 +24,634	+835%	+$1.86M	0.29%	77
2023 Q3	$222K	Sell	2,951 -14,446	-83%	-$1.09M	0.05%	273
2023 Q2	$1.31M	Buy	17,397 +14,611	+524%	+$1.11M	0.21%	102
2023 Q1	$213K	Buy	+2,786	New	+$211K	0.04%	363
2022 Q4	–	Sell	-2,951	Closed	-$222K	–	327
2022 Q3	$222K	Sell	2,951 -1,436	-33%	-$110K	0.05%	273
2022 Q2	$338K	Buy	+4,387	New	+$338K	0.08%	184

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Silver Oak Securities's BSV Position: Q2 2026 in Review

Silver Oak Securities reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, selling an estimated $48.5K and leaving 39,215 shares worth $3.06M. The position accounts for 0.19% of the portfolio, ranked #123.

Silver Oak Securities first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.12M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Silver Oak Securities held 39,215 shares of Vanguard Short-Term Bond ETF worth $3.06M as of Q2 2026.
Silver Oak Securities sold 622 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $48.5K.
Vanguard Short-Term Bond ETF made up 0.19% of Silver Oak Securities's portfolio in Q2 2026, its #123 holding.
Silver Oak Securities first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Silver Oak Securities's Vanguard Short-Term Bond ETF position peaked at $3.12M in Q1 2026.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.