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TruNorth Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TruNorth Capital 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 		$1.02M Sell
13,135
-2,089
-14% -$163K 0.16% 49
2026
Q1 		$1.19M Buy
15,224
+1,265
+9% +$99.6K 0.23% 36
2025
Q4 		$1.1M Buy
13,959
+226
+2% +$17.8K 0.21% 42
2025
Q3 		$1.08M Sell
13,733
-227
-2% -$17.9K 0.21% 38
2025
Q2 		$1.1M Sell
13,960
-1,415
-9% -$111K 0.24% 33
2025
Q1 		$1.2M Sell
15,375
-277
-2% -$21.5K 0.3% 30
2024
Q4 		$1.21M Sell
15,652
-6,462
-29% -$502K 0.33% 28
2024
Q3 		$1.74M Sell
22,114
-1,066
-5% -$83K 0.52% 24
2024
Q2 		$1.78M Buy
23,180
+1,100
+5% +$83.9K 0.58% 24
2024
Q1 		$1.69M Buy
+22,080
New +$1.69M 0.58% 22

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TruNorth Capital Management's BSV Position: Q2 2026 in Review

TruNorth Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $163K and leaving 13,135 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #49.

TruNorth Capital Management first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2024. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • TruNorth Capital Management held 13,135 shares of Vanguard Short-Term Bond ETF worth $1.02M as of Q2 2026.
  • TruNorth Capital Management sold 2,089 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Short-Term Bond ETF made up 0.16% of TruNorth Capital Management's portfolio in Q2 2026, its #49 holding.
  • TruNorth Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • TruNorth Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.78M in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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