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

SpringVest Wealth 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 Q3	$540K	Buy	7,068 +32	+0.5%	+$2.47K	0.33%	46
2026 Q2	$548K	Buy	7,036 +63	+0.9%	+$4.92K	0.34%	42
2026 Q1	$547K	Sell	6,973 -2	-0%	-$157	0.37%	39
2025 Q4	$550K	Sell	6,975 -877	-11%	-$69.2K	0.38%	38
2025 Q3	$620K	Sell	7,852 -382	-5%	-$30K	0.46%	32
2025 Q2	$648K	Buy	8,234 +152	+2%	+$11.9K	0.52%	29
2025 Q1	$633K	Sell	8,082 -13	-0.2%	-$1.01K	0.52%	31
2024 Q4	$626K	Buy	+8,095	New	+$628K	0.54%	32

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

SpringVest Wealth Management's BSV Position: Q3 2026 in Review

SpringVest Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q3 2026, buying an estimated $2.47K and bringing the position to 7,068 shares worth $540K. The position accounts for 0.33% of the portfolio, ranked #46.

SpringVest Wealth Management first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $648K in Q2 2025. 943 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

SpringVest Wealth Management held 7,068 shares of Vanguard Short-Term Bond ETF worth $540K as of Q3 2026.
SpringVest Wealth Management bought 32 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $2.47K.
Vanguard Short-Term Bond ETF made up 0.33% of SpringVest Wealth Management's portfolio in Q3 2026, its #46 holding.
SpringVest Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
SpringVest Wealth Management's Vanguard Short-Term Bond ETF position peaked at $648K in Q2 2025.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.