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

TrueWealth 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
Q3 		$477K Buy
6,239
+93
+2% +$7.19K 0.11% 152
2026
Q2 		$479K Buy
6,146
+59
+1% +$4.6K 0.11% 149
2026
Q1 		$477K Sell
6,087
-460
-7% -$36.2K 0.12% 143
2025
Q4 		$516K Sell
6,547
-521
-7% -$41.1K 0.13% 129
2025
Q3 		$558K Sell
7,068
-117
-2% -$9.2K 0.15% 126
2025
Q2 		$565K Sell
7,185
-106
-1% -$8.29K 0.17% 113
2025
Q1 		$571K Sell
7,291
-756
-9% -$58.7K 0.19% 100
2024
Q4 		$622K Buy
8,047
+10
+0.1% +$776 0.21% 91
2024
Q3 		$632K Sell
8,037
-1,538
-16% -$120K 0.21% 90
2024
Q2 		$734K Buy
9,575
+903
+10% +$68.9K 0.27% 74
2024
Q1 		$665K Sell
8,672
-375
-4% -$28.8K 0.26% 73
2023
Q4 		$697K Sell
9,047
-660
-7% -$50K 0.27% 67
2023
Q3 		$730K Buy
9,707
+474
+5% +$35.7K 0.31% 64
2023
Q2 		$698K Sell
9,233
-338
-4% -$25.8K 0.29% 67
2023
Q1 		$732K Sell
9,571
-368
-4% -$27.9K 0.31% 64
2022
Q4 		$748K Sell
9,939
-1,228
-11% -$92.1K 0.33% 60
2022
Q3 		$835K Sell
11,167
-412
-4% -$31.5K 0.4% 54
2022
Q2 		$889K Sell
11,579
-1,378
-11% -$106K 0.41% 54
2022
Q1 		$1.05M Hold
12,957
– – 0.47% 48
2021
Q4 		$1.05M Buy
12,957
+1,643
+15% +$134K 0.47% 48
2021
Q3 		$927K Sell
11,314
-1,892
-14% -$155K 0.52% 49
2021
Q2 		$1.08M Buy
13,206
+580
+5% +$47.7K 0.63% 35
2021
Q1 		$1.04M Buy
+12,626
New +$1.04M 0.67% 33

Other funds holding BSV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TrueWealth Advisors's BSV Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q3 2026, buying an estimated $7.19K and bringing the position to 6,239 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #152.

TrueWealth Advisors first reported a position in BSV in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.08M in Q2 2021. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • TrueWealth Advisors held 6,239 shares of Vanguard Short-Term Bond ETF worth $477K as of Q3 2026.
  • TrueWealth Advisors bought 93 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $7.19K.
  • Vanguard Short-Term Bond ETF made up 0.11% of TrueWealth Advisors's portfolio in Q3 2026, its #152 holding.
  • TrueWealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.08M in Q2 2021.
  • 607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.