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Three Bearings Fiduciary Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Three Bearings Fiduciary 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 		$468 Hold
6
– – ﹤0.01% 302
2026
Q1 		$471 Hold
6
– – ﹤0.01% 318
2025
Q4 		$474 Buy
+6
New +$473 ﹤0.01% 369

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Three Bearings Fiduciary Advisors's BSV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 6 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Three Bearings Fiduciary Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $474 in Q4 2025. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 6 shares of Vanguard Short-Term Bond ETF worth $468 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #302 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Vanguard Short-Term Bond ETF position peaked at $474 in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.