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Stone Summit Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stone Summit Wealth’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 		$15.3M Buy
200,665
+36,861
+23% +$2.85M 4.14% 5
2026
Q2 		$12.8M Sell
163,804
-2,639
-2% -$206K 3.24% 6
2026
Q1 		$13.1M Buy
166,443
+13,932
+9% +$1.1M 3.63% 5
2025
Q4 		$12M Buy
152,511
+22,891
+18% +$1.81M 3.26% 6
2025
Q3 		$10.2M Buy
129,620
+43,865
+51% +$3.45M 2.9% 4
2025
Q2 		$6.75M Buy
85,755
+3,064
+4% +$240K 2.09% 10
2025
Q1 		$6.47M Sell
82,691
-726
-0.9% -$56.4K 2.19% 7
2024
Q4 		$6.45M Buy
83,417
+6,686
+9% +$519K 2.16% 8
2024
Q3 		$6.04M Buy
76,731
+10,298
+16% +$802K 1.95% 9
2024
Q2 		$5.1M Buy
66,433
+4,226
+7% +$322K 1.83% 9
2024
Q1 		$4.77M Buy
62,207
+12,264
+25% +$941K 1.66% 13
2023
Q4 		$3.85M Sell
49,943
-152
-0.3% -$11.5K 1.48% 15
2023
Q3 		$3.77M Buy
50,095
+6,315
+14% +$476K 1.61% 13
2023
Q2 		$3.31M Buy
43,780
+6,047
+16% +$461K 1.37% 17
2023
Q1 		$2.89M Buy
37,733
+4,711
+14% +$357K 1.28% 20
2022
Q4 		$2.49M Buy
33,022
+3,132
+10% +$235K 1.22% 23
2022
Q3 		$2.24M Sell
29,890
-2,466
-8% -$188K 1.37% 19
2022
Q2 		$2.48M Buy
32,356
+3,531
+12% +$272K 1.48% 16
2022
Q1 		$2.24M Sell
28,825
-119
-0.4% -$9.45K 1.25% 23
2021
Q4 		$2.34M Buy
+28,944
New +$2.35M 1.9% 12

Other funds holding BSV

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Stone Summit Wealth's BSV Position: Q3 2026 in Review

Stone Summit Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 23% in Q3 2026, buying an estimated $2.85M and bringing the position to 200,665 shares worth $15.3M. The position accounts for 4.14% of the portfolio, ranked #5.

Stone Summit Wealth first reported a position in BSV in Q4 2021 and has held it in 20 quarters since. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Stone Summit Wealth held 200,665 shares of Vanguard Short-Term Bond ETF worth $15.3M as of Q3 2026.
  • Stone Summit Wealth bought 36,861 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $2.85M.
  • Vanguard Short-Term Bond ETF made up 4.14% of Stone Summit Wealth's portfolio in Q3 2026, its #5 holding.
  • Stone Summit Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.