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

Traveka Wealth’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 		$3.3M Buy
42,413
+246
+0.6% +$19.2K 1.1% 23
2026
Q1 		$3.31M Sell
42,167
-525
-1% -$41.3K 1.26% 19
2025
Q4 		$3.36M Buy
42,692
+565
+1% +$44.6K 1.37% 20
2025
Q3 		$3.32M Sell
42,127
-2,869
-6% -$226K 1.48% 20
2025
Q2 		$3.54M Sell
44,996
-1,954
-4% -$153K 1.88% 18
2025
Q1 		$3.68M Sell
46,950
-3,287
-7% -$255K 2.06% 15
2024
Q4 		$3.88M Sell
50,237
-123,893
-71% -$9.62M 2.14% 13
2024
Q3 		$13.7M Sell
174,130
-105,726
-38% -$8.24M 6.96% 3
2024
Q2 		$21.5M Sell
279,856
-46,846
-14% -$3.57M 10.48% 2
2024
Q1 		$25M Buy
326,702
+44,099
+16% +$3.38M 11.58% 2
2023
Q4 		$21.8M Buy
+282,603
New +$21.4M 10.95% 2

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

Traveka Wealth's BSV Position: Q2 2026 in Review

Traveka Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.58% in Q2 2026, buying an estimated $19.2K and bringing the position to 42,413 shares worth $3.3M. The position accounts for 1.1% of the portfolio, ranked #23.

Traveka Wealth first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $25M in Q1 2024. 727 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Traveka Wealth held 42,413 shares of Vanguard Short-Term Bond ETF worth $3.3M as of Q2 2026.
  • Traveka Wealth bought 246 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $19.2K.
  • Vanguard Short-Term Bond ETF made up 1.1% of Traveka Wealth's portfolio in Q2 2026, its #23 holding.
  • Traveka Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Vanguard Short-Term Bond ETF position peaked at $25M in Q1 2024.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.