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

Tumwater Wealth 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	$674K	Buy	8,655 +234	+3%	+$18.3K	0.24%	17
2026 Q1	$660K	Hold	8,421	–	–	0.27%	17
2025 Q4	$664K	Buy	8,421 +388	+5%	+$30.6K	0.27%	16
2025 Q3	$634K	Hold	8,033	–	–	0.28%	16
2025 Q2	$632K	Sell	8,033 -207	-3%	-$16.2K	0.29%	16
2025 Q1	$645K	Sell	8,240 -4,486	-35%	-$348K	0.34%	15
2024 Q4	$983K	Buy	+12,726	New	+$988K	0.52%	12

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

Tumwater Wealth Management's BSV Position: Q2 2026 in Review

Tumwater Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,655 shares worth $674K. The position accounts for 0.24% of the portfolio, ranked #17.

Tumwater Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $983K in Q4 2024. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Tumwater Wealth Management held 8,655 shares of Vanguard Short-Term Bond ETF worth $674K as of Q2 2026.
Tumwater Wealth Management bought 234 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18.3K.
Vanguard Short-Term Bond ETF made up 0.24% of Tumwater Wealth Management's portfolio in Q2 2026, its #17 holding.
Tumwater Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Tumwater Wealth Management's Vanguard Short-Term Bond ETF position peaked at $983K in Q4 2024.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.