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

Summit Financial’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	$394K	Sell	5,054 -2,043	-29%	-$159K	﹤0.01%	1193
2026 Q1	$556K	Buy	7,097 +1,202	+20%	+$94.6K	0.01%	961
2025 Q4	$465K	Sell	5,895 -132	-2%	-$10.4K	0.01%	911
2025 Q3	$476K	Buy	6,027 +2,800	+87%	+$220K	0.01%	899
2025 Q2	$254K	Buy	+3,227	New	+$252K	0.01%	727
2023 Q2	–	Sell	-3,745	Closed	-$286K	–	325
2023 Q1	$286K	Sell	3,745 -427	-10%	-$32.4K	0.03%	213
2022 Q4	$314K	Sell	4,172 -828	-17%	-$62.1K	0.03%	204
2022 Q3	$374K	Sell	5,000 -14	-0.3%	-$1.07K	0.04%	194
2022 Q2	$385K	Sell	5,014 -1,215	-20%	-$93.6K	0.04%	174
2022 Q1	$485K	Buy	6,229 +1,780	+40%	+$141K	0.04%	179
2021 Q4	$360K	Sell	4,449 -1,743	-28%	-$142K	0.03%	196
2021 Q3	$507K	Buy	6,192 +201	+3%	+$16.5K	0.04%	143
2021 Q2	$492K	Buy	+5,991	New	+$493K	0.05%	83

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial's BSV Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 29% in Q2 2026, selling an estimated $159K and leaving 5,054 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Summit Financial first reported a position in BSV in Q2 2021 and has held it in 13 quarters since. The position peaked at $556K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Summit Financial held 5,054 shares of Vanguard Short-Term Bond ETF worth $394K as of Q2 2026.
Summit Financial sold 2,043 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $159K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1193 holding.
Summit Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 13 quarters since.
Summit Financial's Vanguard Short-Term Bond ETF position peaked at $556K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.