Southland Equity Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Southland Equity Partners’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	$950K	Sell	12,193 -1,383	-10%	-$108K	0.17%	101
2026 Q1	$1.06M	Sell	13,576 -700	-5%	-$55.1K	0.21%	88
2025 Q4	$1.13M	Sell	14,276 -642	-4%	-$50.6K	0.22%	82
2025 Q3	$1.18M	Sell	14,918 -1,507	-9%	-$118K	0.24%	75
2025 Q2	$1.29M	Buy	16,425 +288	+2%	+$22.5K	0.28%	69
2025 Q1	$1.26M	Buy	16,137 +564	+4%	+$43.8K	0.29%	65
2024 Q4	$1.2M	Buy	15,573 +103	+0.7%	+$7.99K	0.28%	68
2024 Q3	$1.22M	Sell	15,470 -66	-0.4%	-$5.14K	0.3%	63
2024 Q2	$1.19M	Sell	15,536 -214	-1%	-$16.3K	0.34%	57
2024 Q1	$1.21M	Buy	15,750 +48	+0.3%	+$3.68K	0.34%	52
2023 Q4	$1.21M	Sell	15,702 -610	-4%	-$46.2K	0.38%	48
2023 Q3	$1.23M	Sell	16,312 -2,472	-13%	-$186K	0.42%	43
2023 Q2	$1.42M	Sell	18,784 -490	-3%	-$37.3K	0.48%	39
2023 Q1	$1.47M	Sell	19,274 -58	-0.3%	-$4.39K	0.58%	36
2022 Q4	$1.46M	Sell	19,332 -1,018	-5%	-$76.4K	0.56%	32
2022 Q3	$1.52M	Sell	20,350 -141	-0.7%	-$10.8K	0.75%	30
2022 Q2	$1.57M	Sell	20,491 -184	-0.9%	-$14.2K	0.72%	31
2022 Q1	$1.61M	Buy	20,675 +1,960	+10%	+$156K	0.67%	28
2021 Q4	$1.51M	Buy	18,715 +509	+3%	+$41.4K	0.62%	34
2021 Q3	$1.49M	Sell	18,206 -4,850	-21%	-$399K	0.68%	31
2021 Q2	$1.89M	Buy	23,056 +3,745	+19%	+$308K	0.89%	22
2021 Q1	$1.59M	Buy	19,311 +2,639	+16%	+$218K	0.9%	26
2020 Q4	$1.38M	Buy	+16,672	New	+$1.38M	0.93%	25

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Southland Equity Partners's BSV Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q2 2026, selling an estimated $108K and leaving 12,193 shares worth $950K. The position accounts for 0.17% of the portfolio, ranked #101.

Southland Equity Partners first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q2 2021. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Southland Equity Partners held 12,193 shares of Vanguard Short-Term Bond ETF worth $950K as of Q2 2026.
Southland Equity Partners sold 1,383 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $108K.
Vanguard Short-Term Bond ETF made up 0.17% of Southland Equity Partners's portfolio in Q2 2026, its #101 holding.
Southland Equity Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's Vanguard Short-Term Bond ETF position peaked at $1.89M in Q2 2021.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.