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Squire Investment Management Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Squire Investment Management Company’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 		$322K Buy
4,129
+663
+19% +$51.7K 0.08% 73
2026
Q1 		$272K Sell
3,466
-2,027
-37% -$160K 0.08% 68
2025
Q4 		$433K Sell
5,493
-295
-5% -$23.3K 0.13% 56
2025
Q3 		$457K Sell
5,788
-10
-0.2% -$786 0.15% 53
2025
Q2 		$456K Sell
5,798
-6
-0.1% -$469 0.17% 51
2025
Q1 		$454K Buy
5,804
+12
+0.2% +$932 0.19% 50
2024
Q4 		$448K Sell
5,792
-983
-15% -$76.3K 0.2% 52
2024
Q3 		$533K Buy
6,775
+70
+1% +$5.45K 0.25% 46
2024
Q2 		$514K Sell
6,705
-5,356
-44% -$409K 0.29% 40
2024
Q1 		$925K Buy
12,061
+494
+4% +$37.9K 0.58% 24
2023
Q4 		$891K Buy
+11,567
New +$876K 0.73% 20

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
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 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

Squire Investment Management Company's BSV Position: Q2 2026 in Review

Squire Investment Management Company increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q2 2026, buying an estimated $51.7K and bringing the position to 4,129 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #73.

Squire Investment Management Company first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $925K in Q1 2024. 654 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Squire Investment Management Company held 4,129 shares of Vanguard Short-Term Bond ETF worth $322K as of Q2 2026.
  • Squire Investment Management Company bought 663 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Squire Investment Management Company's portfolio in Q2 2026, its #73 holding.
  • Squire Investment Management Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Squire Investment Management Company's Vanguard Short-Term Bond ETF position peaked at $925K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.