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

Unison 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	$925K	Sell	11,868 -661	-5%	-$51.6K	0.06%	114
2026 Q1	$982K	Buy	12,529 +72	+0.6%	+$5.67K	0.07%	105
2025 Q4	$982K	Sell	12,457 -1,379	-10%	-$109K	0.09%	95
2025 Q3	$1.09M	Sell	13,836 -354	-2%	-$27.8K	0.1%	90
2025 Q2	$1.12M	Sell	14,190 -3,761	-21%	-$294K	0.13%	81
2025 Q1	$1.41M	Sell	17,951 -1,329	-7%	-$103K	0.18%	75
2024 Q4	$1.49M	Sell	19,280 -6,882	-26%	-$534K	0.18%	73
2024 Q3	$2.06M	Sell	26,162 -6,005	-19%	-$468K	0.25%	64
2024 Q2	$2.47M	Sell	32,167 -10,714	-25%	-$817K	0.31%	51
2024 Q1	$3.29M	Sell	42,881 -7,522	-15%	-$577K	0.32%	43
2023 Q4	$3.88M	Sell	50,403 -9,226	-15%	-$698K	0.41%	26
2023 Q3	$4.48M	Sell	59,629 -948	-2%	-$71.5K	0.53%	18
2023 Q2	$4.58M	Sell	60,577 -179	-0.3%	-$13.6K	0.51%	18
2023 Q1	$4.65M	Sell	60,756 -2,518	-4%	-$191K	0.52%	18
2022 Q4	$4.76M	Sell	63,274 -36,126	-36%	-$2.71M	0.62%	17
2022 Q3	$7.44M	Buy	99,400 +63,972	+181%	+$4.89M	1.38%	13
2022 Q2	$2.72M	Sell	35,428 -1,392	-4%	-$107K	0.7%	30
2022 Q1	$2.87M	Sell	36,820 -18,586	-34%	-$1.48M	0.69%	31
2021 Q4	$4.48M	Sell	55,406 -3,495	-6%	-$284K	1.08%	10
2021 Q3	$4.83M	Sell	58,901 -517	-0.9%	-$42.5K	1.2%	7
2021 Q2	$4.88M	Sell	59,418 -3,373	-5%	-$277K	0.91%	10
2021 Q1	$5.16M	Sell	62,791 -13,100	-17%	-$1.08M	0.99%	5
2020 Q4	$6.29M	Sell	75,891 -64,258	-46%	-$5.32M	1.42%	5
2020 Q3	$11.6M	Sell	140,149 -11,111	-7%	-$923K	3.36%	4
2020 Q2	$12.6M	Buy	+151,260	New	+$12.5M	4.21%	4

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

Unison Advisors's BSV Position: Q2 2026 in Review

Unison Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.3% in Q2 2026, selling an estimated $51.6K and leaving 11,868 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #114.

Unison Advisors first reported a position in BSV in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.6M in Q2 2020. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Unison Advisors held 11,868 shares of Vanguard Short-Term Bond ETF worth $925K as of Q2 2026.
Unison Advisors sold 661 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $51.6K.
Vanguard Short-Term Bond ETF made up 0.06% of Unison Advisors's portfolio in Q2 2026, its #114 holding.
Unison Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
Unison Advisors's Vanguard Short-Term Bond ETF position peaked at $12.6M in Q2 2020.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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