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

TFC Financial Management’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 		$6.67M Sell
85,616
-23,332
-21% -$1.82M 0.74% 13
2026
Q1 		$8.54M Buy
108,948
+2,641
+2% +$208K 1.05% 13
2025
Q4 		$8.38M Buy
106,307
+3,170
+3% +$250K 1.05% 12
2025
Q3 		$8.14M Sell
103,137
-1,396
-1% -$110K 1.04% 13
2025
Q2 		$8.23M Buy
104,533
+276
+0.3% +$21.6K 1.13% 11
2025
Q1 		$8.16M Buy
104,257
+2,367
+2% +$184K 1.25% 11
2024
Q4 		$7.87M Sell
101,890
-487
-0.5% -$37.8K 1.25% 9
2024
Q3 		$8.06M Buy
102,377
+47,346
+86% +$3.69M 1.27% 10
2024
Q2 		$4.22M Sell
55,031
-1,162
-2% -$88.7K 0.74% 16
2024
Q1 		$4.31M Buy
56,193
+3,947
+8% +$303K 0.77% 16
2023
Q4 		$4.02M Buy
52,246
+15,926
+44% +$1.21M 0.81% 18
2023
Q3 		$2.73M Sell
36,320
-817
-2% -$61.6K 0.65% 18
2023
Q2 		$2.81M Sell
37,137
-1,730
-4% -$132K 0.69% 16
2023
Q1 		$2.97M Sell
38,867
-15,961
-29% -$1.21M 0.77% 19
2022
Q4 		$4.13M Buy
54,828
+19,214
+54% +$1.44M 1.19% 13
2022
Q3 		$2.67M Sell
35,614
-5,605
-14% -$428K 0.84% 17
2022
Q2 		$3.17M Sell
41,219
-2,796
-6% -$215K 0.94% 15
2022
Q1 		$3.43M Sell
44,015
-647
-1% -$51.4K 0.98% 12
2021
Q4 		$3.61M Buy
44,662
+2,042
+5% +$166K 1.1% 10
2021
Q3 		$3.49M Sell
42,620
-610
-1% -$50.1K 1.16% 10
2021
Q2 		$3.55M Sell
43,230
-807
-2% -$66.4K 1.21% 9
2021
Q1 		$3.62M Buy
44,037
+6,252
+17% +$516K 1.43% 8
2020
Q4 		$3.13M Buy
37,785
+8,278
+28% +$686K 1.32% 9
2020
Q3 		$2.45M Buy
+29,507
New +$2.45M 1.21% 11

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

TFC Financial Management's BSV Position: Q2 2026 in Review

TFC Financial Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, selling an estimated $1.82M and leaving 85,616 shares worth $6.67M. The position accounts for 0.74% of the portfolio, ranked #13.

TFC Financial Management first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.54M in Q1 2026. 749 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • TFC Financial Management held 85,616 shares of Vanguard Short-Term Bond ETF worth $6.67M as of Q2 2026.
  • TFC Financial Management sold 23,332 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.82M.
  • Vanguard Short-Term Bond ETF made up 0.74% of TFC Financial Management's portfolio in Q2 2026, its #13 holding.
  • TFC Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Vanguard Short-Term Bond ETF position peaked at $8.54M in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.