Sloy Dahl & Holst’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sloy Dahl & Holst’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	$1.15M	Buy	14,816 +77	+0.5%	+$6.01K	0.14%	46
2026 Q1	$1.16M	Buy	14,739 +134	+0.9%	+$10.6K	0.16%	45
2025 Q4	$1.15M	Buy	14,605 +7,351	+101%	+$580K	0.14%	46
2025 Q3	$572K	Buy	7,254 +402	+6%	+$31.6K	0.06%	61
2025 Q2	$539K	Buy	6,852 +271	+4%	+$21.2K	0.07%	59
2025 Q1	$515K	Buy	6,581 +672	+11%	+$52.2K	0.09%	57
2024 Q4	$457K	Buy	5,909 +2,486	+73%	+$193K	0.06%	62
2024 Q3	$269K	Buy	3,423 +82	+2%	+$6.39K	0.05%	80
2024 Q2	$256K	Hold	3,341	–	–	0.05%	71
2024 Q1	$256K	Buy	3,341 +188	+6%	+$14.4K	0.06%	71
2023 Q4	$243K	Hold	3,153	–	–	0.05%	76
2023 Q3	$237K	Sell	3,153 -62	-2%	-$4.67K	0.05%	73
2023 Q2	$243K	Buy	+3,215	New	+$245K	0.04%	70

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

Sloy Dahl & Holst's BSV Position: Q2 2026 in Review

Sloy Dahl & Holst increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.52% in Q2 2026, buying an estimated $6.01K and bringing the position to 14,816 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #46.

Sloy Dahl & Holst first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2026. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sloy Dahl & Holst held 14,816 shares of Vanguard Short-Term Bond ETF worth $1.15M as of Q2 2026.
Sloy Dahl & Holst bought 77 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.01K.
Vanguard Short-Term Bond ETF made up 0.14% of Sloy Dahl & Holst's portfolio in Q2 2026, its #46 holding.
Sloy Dahl & Holst first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Sloy Dahl & Holst's Vanguard Short-Term Bond ETF position peaked at $1.16M in Q1 2026.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.