Two West Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Two West Capital 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	$543K	Buy	6,992 +232	+3%	+$18.1K	0.27%	60
2026 Q1	$529K	Buy	6,760 +153	+2%	+$12K	0.28%	61
2025 Q4	$521K	Buy	6,607 +363	+6%	+$28.6K	0.3%	57
2025 Q3	$494K	Buy	6,244 +596	+11%	+$46.9K	0.3%	59
2025 Q2	$443K	Sell	5,648 -2,849	-34%	-$223K	0.29%	57
2025 Q1	$661K	Buy	8,497 +78	+0.9%	+$6.05K	0.55%	31
2024 Q4	$651K	Sell	8,419 -238	-3%	-$18.5K	0.56%	32
2024 Q3	$681K	Buy	8,657 +433	+5%	+$33.7K	0.55%	30
2024 Q2	$631K	Buy	+8,224	New	+$627K	0.6%	29

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

Two West Capital Advisors's BSV Position: Q2 2026 in Review

Two West Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q2 2026, buying an estimated $18.1K and bringing the position to 6,992 shares worth $543K. The position accounts for 0.27% of the portfolio, ranked #60.

Two West Capital Advisors first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $681K in Q3 2024. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Two West Capital Advisors held 6,992 shares of Vanguard Short-Term Bond ETF worth $543K as of Q2 2026.
Two West Capital Advisors bought 232 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18.1K.
Vanguard Short-Term Bond ETF made up 0.27% of Two West Capital Advisors's portfolio in Q2 2026, its #60 holding.
Two West Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $681K in Q3 2024.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.