Successful Portfolios’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Successful Portfolios’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	$9.57M	Buy	125,544 +5,083	+4%	+$393K	4.41%	3
2026 Q2	$9.35M	Buy	120,461 +11,135	+10%	+$869K	4.37%	2
2026 Q1	$8.57M	Buy	109,326 +10,073	+10%	+$793K	4.72%	2
2025 Q4	$7.82M	Buy	99,253 +21,366	+27%	+$1.69M	3.98%	3
2025 Q3	$6.15M	Buy	77,887 +11,963	+18%	+$941K	3.59%	4
2025 Q2	$5.19M	Buy	65,924 +5,594	+9%	+$437K	3.19%	6
2025 Q1	$4.72M	Buy	60,330 +6,970	+13%	+$541K	3.21%	5
2024 Q4	$4.12M	Buy	53,360 +9,764	+22%	+$758K	2.76%	10
2024 Q3	$3.43M	Buy	43,596 +3,893	+10%	+$303K	2.32%	11
2024 Q2	$3.05M	Buy	39,703 +7,154	+22%	+$546K	2.13%	11
2024 Q1	$2.5M	Buy	32,549 +12,380	+61%	+$950K	1.7%	13
2023 Q4	$1.55M	Buy	20,169 +5,873	+41%	+$445K	1.16%	20
2023 Q3	$1.07M	Buy	14,296 +11,242	+368%	+$847K	0.95%	28
2023 Q2	$231K	Buy	+3,054	New	+$233K	0.2%	120

Other funds holding BSV

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Successful Portfolios's BSV Position: Q3 2026 in Review

Successful Portfolios increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.2% in Q3 2026, buying an estimated $393K and bringing the position to 125,544 shares worth $9.57M. The position accounts for 4.41% of the portfolio, ranked #3.

Successful Portfolios first reported a position in BSV in Q2 2023 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Successful Portfolios held 125,544 shares of Vanguard Short-Term Bond ETF worth $9.57M as of Q3 2026.
Successful Portfolios bought 5,083 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $393K.
Vanguard Short-Term Bond ETF made up 4.41% of Successful Portfolios's portfolio in Q3 2026, its #3 holding.
Successful Portfolios first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 14 quarters since.
151 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.