VWA
BSV icon

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

Valued Wealth 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 		$2.03K Hold
26
– – ﹤0.01% 661
2026
Q1 		$2.04K Hold
26
– – ﹤0.01% 565
2025
Q4 		$2.05K Hold
26
– – ﹤0.01% 399
2025
Q3 		$2.05K Buy
+26
New +$2.04K ﹤0.01% 383

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
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

Valued Wealth Advisors's BSV Position: Q2 2026 in Review

Valued Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 26 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Valued Wealth Advisors first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05K in Q3 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Valued Wealth Advisors held 26 shares of Vanguard Short-Term Bond ETF worth $2.03K as of Q2 2026.
  • Valued Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • Valued Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.05K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.