Valley Wealth Managers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Valley Wealth Managers’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	$1.82M	Sell	23,780 -23,556	-50%	-$1.82M	0.1%	120
2026 Q2	$3.69M	Buy	47,336 +537	+1%	+$41.9K	0.21%	100
2026 Q1	$3.67M	Buy	46,799 +4,596	+11%	+$362K	0.24%	98
2025 Q4	$3.33M	Buy	42,203 +1,710	+4%	+$135K	0.21%	102
2025 Q3	$3.2M	Buy	40,493 +3,287	+9%	+$258K	0.21%	99
2025 Q2	$2.93M	Buy	37,206 +863	+2%	+$67.5K	0.21%	103
2025 Q1	$2.84M	Buy	36,343 +7,701	+27%	+$598K	0.22%	102
2024 Q4	$2.21M	Buy	28,642 +1,387	+5%	+$108K	0.17%	106
2024 Q3	$2.14M	Buy	27,255 +877	+3%	+$68.3K	0.16%	109
2024 Q2	$2.02M	Buy	26,378 +1,306	+5%	+$100K	0.16%	111
2024 Q1	$1.92M	Buy	25,072 +406	+2%	+$31.1K	0.14%	112
2023 Q4	$1.9M	Sell	24,666 -584	-2%	-$44.2K	0.15%	113
2023 Q3	$1.9M	Buy	25,250 +24,090	+2,077%	+$1.82M	0.16%	112
2023 Q2	$87.7K	Hold	1,160	–	–	0.01%	185
2023 Q1	$88.7K	Hold	1,160	–	–	0.01%	191
2022 Q4	$87.3K	Hold	1,160	–	–	0.01%	196
2022 Q3	$87K	Sell	1,160 -363	-24%	-$27.7K	0.01%	211
2022 Q2	$117K	Buy	+1,523	New	+$117K	0.01%	214

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers's BSV Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Short-Term Bond ETF (BSV) stake by 50% in Q3 2026, selling an estimated $1.82M and leaving 23,780 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #120.

Valley Wealth Managers first reported a position in BSV in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.69M in Q2 2026. 371 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Valley Wealth Managers held 23,780 shares of Vanguard Short-Term Bond ETF worth $1.82M as of Q3 2026.
Valley Wealth Managers sold 23,556 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.82M.
Vanguard Short-Term Bond ETF made up 0.1% of Valley Wealth Managers's portfolio in Q3 2026, its #120 holding.
Valley Wealth Managers first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's Vanguard Short-Term Bond ETF position peaked at $3.69M in Q2 2026.
371 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.