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

Smallwood Wealth Investment 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
Q2 		$1.17K Hold
15
– – ﹤0.01% 427
2026
Q1 		$1.18K Hold
15
– – ﹤0.01% 426
2025
Q4 		$1.18K Hold
15
– – ﹤0.01% 420
2025
Q3 		$1.18K Hold
15
– – ﹤0.01% 425
2025
Q2 		$1.18K Hold
15
– – ﹤0.01% 441
2025
Q1 		$1.17K Buy
+15
New +$1.16K ﹤0.01% 415

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
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 $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Smallwood Wealth Investment Management's BSV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 15 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Smallwood Wealth Investment Management first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18K in Q3 2025. 633 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Smallwood Wealth Investment Management held 15 shares of Vanguard Short-Term Bond ETF worth $1.17K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #427 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.18K in Q3 2025.
  • 633 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.