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

Tobias Financial 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	$44.1M	Buy	566,494 +23,027	+4%	+$1.8M	5.61%	4
2026 Q1	$42.6M	Buy	543,467 +37,773	+7%	+$2.97M	5.93%	3
2025 Q4	$39.9M	Buy	505,694 +17,210	+4%	+$1.36M	5.63%	3
2025 Q3	$38.5M	Buy	488,484 +18,465	+4%	+$1.45M	5.86%	4
2025 Q2	$37M	Buy	470,019 +25,967	+6%	+$2.03M	6.33%	3
2025 Q1	$34.8M	Buy	444,052 +437,344	+6,520%	+$33.9M	6.75%	2
2024 Q4	$518K	Buy	6,708 +51	+0.8%	+$3.96K	0.1%	70
2024 Q3	$524K	Sell	6,657 -178	-3%	-$13.9K	0.11%	65
2024 Q2	$524K	Sell	6,835 -1,516	-18%	-$116K	0.11%	66
2024 Q1	$640K	Sell	8,351 -5	-0.1%	-$384	0.15%	60
2023 Q4	$644K	Sell	8,356 -646,232	-99%	-$48.9M	0.16%	60
2023 Q3	$49.2M	Buy	654,588 +64,285	+11%	+$4.85M	12.91%	1
2023 Q2	$44.6M	Buy	590,303 +17,494	+3%	+$1.33M	12.02%	1
2023 Q1	$43.8M	Buy	572,809 +260,553	+83%	+$19.7M	12.85%	1
2022 Q4	$23.5M	Buy	312,256 +91,833	+42%	+$6.89M	7.72%	1
2022 Q3	$16.5M	Buy	220,423 +211,658	+2,415%	+$16.2M	5.82%	5
2022 Q2	$673K	Buy	+8,765	New	+$675K	0.23%	54

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

Tobias Financial Advisors's BSV Position: Q2 2026 in Review

Tobias Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.2% in Q2 2026, buying an estimated $1.8M and bringing the position to 566,494 shares worth $44.1M. The position accounts for 5.61% of the portfolio, ranked #4.

Tobias Financial Advisors first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $49.2M in Q3 2023. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Tobias Financial Advisors held 566,494 shares of Vanguard Short-Term Bond ETF worth $44.1M as of Q2 2026.
Tobias Financial Advisors bought 23,027 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.8M.
Vanguard Short-Term Bond ETF made up 5.61% of Tobias Financial Advisors's portfolio in Q2 2026, its #4 holding.
Tobias Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Tobias Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $49.2M in Q3 2023.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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