TCI Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TCI Wealth Advisors’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	$3.64M	Sell	46,687 -68	-0.1%	-$5.31K	0.16%	57
2026 Q1	$3.67M	Buy	46,755 +1,308	+3%	+$103K	0.19%	52
2025 Q4	$3.58M	Buy	45,447 +3,715	+9%	+$293K	0.2%	53
2025 Q3	$3.29M	Buy	41,732 +1,410	+3%	+$111K	0.2%	53
2025 Q2	$3.17M	Buy	40,322 +12,905	+47%	+$1.01M	0.22%	47
2025 Q1	$2.15M	Buy	27,417 +15,229	+125%	+$1.18M	0.17%	52
2024 Q4	$942K	Sell	12,188 -1,133	-9%	-$87.9K	0.08%	84
2024 Q3	$1.05M	Buy	13,321 +1,044	+9%	+$81.3K	0.09%	83
2024 Q2	$942K	Buy	12,277 +1,239	+11%	+$94.5K	0.09%	80
2024 Q1	$846K	Buy	11,038 +4,126	+60%	+$317K	0.08%	86
2023 Q4	$532K	Buy	6,912 +754	+12%	+$57.1K	0.06%	111
2023 Q3	$463K	Sell	6,158 -3,670	-37%	-$277K	0.06%	113
2023 Q2	$743K	Buy	9,828 +1,337	+16%	+$102K	0.09%	85
2023 Q1	$649K	Buy	8,491 +206	+2%	+$15.6K	0.08%	91
2022 Q4	$624K	Buy	8,285 +1,173	+16%	+$88K	0.09%	87
2022 Q3	$532K	Sell	7,112 -109,730	-94%	-$8.38M	0.09%	89
2022 Q2	$8.97M	Buy	116,842 +114,212	+4,343%	+$8.8M	1.37%	13
2022 Q1	$205K	Buy	2,630 +972	+59%	+$77.2K	0.03%	173
2021 Q4	$134K	Buy	1,658 +3	+0.2%	+$244	0.02%	222
2021 Q3	$136K	Buy	1,655 +328	+25%	+$27K	0.02%	239
2021 Q2	$109K	Sell	1,327 -95	-7%	-$7.82K	0.02%	261
2021 Q1	$117K	Buy	1,422 +225	+19%	+$18.6K	0.05%	215
2020 Q4	$99K	Buy	1,197 +8	+0.7%	+$663	0.04%	230
2020 Q3	$99K	Buy	1,189 +6	+0.5%	+$499	0.04%	213
2020 Q2	$98K	Buy	1,183 +10	+0.9%	+$827	0.04%	214
2020 Q1	$96K	Buy	1,173 +14	+1%	+$1.14K	0.05%	204
2019 Q4	$93K	Buy	1,159 +130	+13%	+$10.5K	0.04%	266
2019 Q3	$83K	Sell	1,029 -45	-4%	-$3.63K	0.04%	239
2019 Q2	$86K	Buy	1,074 +48	+5%	+$3.83K	0.04%	232
2019 Q1	$82K	Sell	1,026 -55	-5%	-$4.34K	0.04%	261
2018 Q4	$85K	Sell	1,081 -792	-42%	-$61.8K	0.04%	240
2018 Q3	$146K	Buy	1,873 +17	+0.9%	+$1.33K	0.06%	185
2018 Q2	$145K	Buy	1,856 +8	+0.4%	+$625	0.06%	178
2018 Q1	$145K	Sell	1,848 -446	-19%	-$35K	0.07%	171
2017 Q4	$181K	Buy	2,294 +82	+4%	+$6.52K	0.08%	165
2017 Q3	$177K	Sell	2,212 -809	-27%	-$64.7K	0.09%	156
2017 Q2	$241K	Buy	3,021 +731	+32%	+$58.4K	0.12%	120
2017 Q1	$183K	Buy	2,290 +732	+47%	+$58.3K	0.1%	142
2016 Q4	$124K	Sell	1,558 -2,174	-58%	-$174K	0.07%	197
2016 Q3	$302K	Sell	3,732 -257	-6%	-$20.8K	0.16%	95
2016 Q2	$323K	Buy	3,989 +135	+4%	+$10.9K	0.18%	93
2016 Q1	$311K	Buy	3,854 +2	+0.1%	+$160	0.17%	94
2015 Q4	$306K	Buy	3,852 +6	+0.2%	+$480	0.17%	101
2015 Q3	$309K	Buy	3,846 +204	+6%	+$16.3K	0.19%	95
2015 Q2	$292K	Buy	3,642 +4	+0.1%	+$321	0.17%	99
2015 Q1	$293K	Sell	3,638 -935	-20%	-$75K	0.18%	87
2014 Q4	$366K	Buy	4,573 +578	+14%	+$46.4K	0.23%	80
2014 Q3	$320K	Buy	3,995 +634	+19%	+$50.8K	0.2%	86
2014 Q2	$270K	Sell	3,361 -42	-1%	-$3.37K	0.16%	100
2014 Q1	$273K	Sell	3,403 -580	-15%	-$46.5K	0.18%	99
2013 Q4	$318K	Sell	3,983 -5,840	-59%	-$470K	0.2%	86
2013 Q3	$789K	Buy	9,823 +3	+0%	+$240	0.6%	40
2013 Q2	$786K	Buy	+9,820	New	+$793K	0.6%	40

Other funds holding BSV

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TCI Wealth Advisors's BSV Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.15% in Q2 2026, selling an estimated $5.31K and leaving 46,687 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #57.

TCI Wealth Advisors first reported a position in BSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.97M in Q2 2022. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

TCI Wealth Advisors held 46,687 shares of Vanguard Short-Term Bond ETF worth $3.64M as of Q2 2026.
TCI Wealth Advisors sold 68 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.31K.
Vanguard Short-Term Bond ETF made up 0.16% of TCI Wealth Advisors's portfolio in Q2 2026, its #57 holding.
TCI Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $8.97M in Q2 2022.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.