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

Valeo Financial 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 		– Sell
-5,259
Closed -$410K – 872
2026
Q2 		$410K Sell
5,259
-1,081
-17% -$84.4K 0.01% 513
2026
Q1 		$497K Buy
+6,340
New +$499K 0.01% 414
2025
Q4 		– Sell
-3,854
Closed -$304K – 850
2025
Q3 		$304K Sell
3,854
-2,907
-43% -$229K 0.01% 606
2025
Q2 		$532K Buy
+6,761
New +$529K 0.01% 439
2024
Q2 		– Sell
-4,429
Closed -$337K – 685
2024
Q1 		$337K Buy
+4,429
New +$340K 0.01% 466
2023
Q1 		– Sell
-3,093
Closed -$233K – 643
2022
Q4 		$233K Sell
3,093
-253
-8% -$19K 0.01% 447
2022
Q3 		$250K Sell
3,346
-1,304
-28% -$99.6K 0.02% 395
2022
Q2 		$357K Buy
+4,650
New +$358K 0.02% 305
2021
Q2 		– Sell
-588
Closed -$48K – 697
2021
Q1 		$48K Buy
588
+183
+45% +$15.1K ﹤0.01% 882
2020
Q4 		$34K Sell
405
-104
-20% -$8.62K ﹤0.01% 896
2020
Q3 		$42K Sell
509
-312
-38% -$25.9K ﹤0.01% 710
2020
Q2 		$68K Buy
821
+82
+11% +$6.78K 0.01% 621
2020
Q1 		$61K Buy
739
+120
+19% +$9.74K 0.01% 539
2019
Q4 		$50K Buy
619
+4
+0.7% +$323 ﹤0.01% 648
2019
Q3 		$50K Buy
615
+424
+222% +$34.2K 0.01% 602
2019
Q2 		$15K Buy
191
+8
+4% +$638 ﹤0.01% 917
2019
Q1 		$15K Sell
183
-29
-14% -$2.29K ﹤0.01% 854
2018
Q4 		$17K Buy
212
+34
+19% +$2.65K ﹤0.01% 744
2018
Q3 		$14K Sell
178
-1,121
-86% -$87.6K ﹤0.01% 864
2018
Q2 		$102K Buy
1,299
+1,246
+2,351% +$97.3K 0.01% 393
2018
Q1 		$4K Hold
53
– – ﹤0.01% 1182
2017
Q4 		$4K Buy
+53
New +$4.21K ﹤0.01% 1057

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's BSV Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 5,259 shares — an estimated $410K sold.

Valeo Financial Advisors first reported a position in BSV in Q4 2017 and held it in 22 quarters. The position peaked at $532K in Q2 2025. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,259 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $410K.
  • Valeo Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $532K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.