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

Summit Wealth Partners’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 		$567K Sell
7,277
-27,816
-79% -$2.17M 0.08% 164
2026
Q1 		$2.75M Buy
35,093
+1,799
+5% +$142K 0.44% 54
2025
Q4 		$2.62M Buy
33,294
+168
+0.5% +$13.3K 0.48% 46
2025
Q3 		$2.61M Buy
33,126
+290
+0.9% +$22.8K 0.47% 47
2025
Q2 		$2.58M Buy
32,836
+8
+0% +$625 0.49% 46
2025
Q1 		$2.57M Buy
32,828
+7,334
+29% +$569K 0.52% 46
2024
Q4 		$1.97M Sell
25,494
-396
-2% -$30.7K 0.4% 50
2024
Q3 		$2.04M Buy
25,890
+404
+2% +$31.5K 0.39% 56
2024
Q2 		$1.95M Sell
25,486
-764
-3% -$58.3K 0.41% 50
2024
Q1 		$2.01M Sell
26,250
-865
-3% -$66.4K 0.43% 43
2023
Q4 		$2.09M Sell
27,115
-5,008
-16% -$379K 0.48% 41
2023
Q3 		$2.41M Sell
32,123
-617
-2% -$46.5K 0.62% 36
2023
Q2 		$2.47M Sell
32,740
-2,324
-7% -$177K 0.62% 36
2023
Q1 		$2.68M Sell
35,064
-541
-2% -$41K 0.69% 34
2022
Q4 		$2.68M Sell
35,605
-4,474
-11% -$336K 0.71% 35
2022
Q3 		$3M Buy
40,079
+1,873
+5% +$143K 0.85% 28
2022
Q2 		$2.93M Buy
38,206
+32,822
+610% +$2.53M 0.79% 30
2022
Q1 		$419K Buy
5,384
+384
+8% +$30.5K 0.1% 107
2021
Q4 		$404K Buy
5,000
+948
+23% +$77.1K 0.09% 110
2021
Q3 		$332K Hold
4,052
– – 0.08% 113
2021
Q2 		$333K Hold
4,052
– – 0.08% 116
2021
Q1 		$333K Hold
4,052
– – 0.09% 114
2020
Q4 		$336K Hold
4,052
– – 0.09% 107
2020
Q3 		$337K Buy
4,052
+348
+9% +$28.9K 0.1% 111
2020
Q2 		$308K Hold
3,704
– – 0.1% 111
2020
Q1 		$304K Hold
3,704
– – 0.12% 85
2019
Q4 		$299K Buy
+3,704
New +$299K 0.1% 94

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

Summit Wealth Partners's BSV Position: Q2 2026 in Review

Summit Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 79% in Q2 2026, selling an estimated $2.17M and leaving 7,277 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #164.

Summit Wealth Partners first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3M in Q3 2022. 764 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Summit Wealth Partners held 7,277 shares of Vanguard Short-Term Bond ETF worth $567K as of Q2 2026.
  • Summit Wealth Partners sold 27,816 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.17M.
  • Vanguard Short-Term Bond ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Summit Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $3M in Q3 2022.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.