VF
BSV icon

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

Vawter Financial’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 		$13.5M Buy
173,700
+12,107
+7% +$945K 5.1% 5
2026
Q1 		$12.7M Sell
161,593
-168
-0.1% -$13.2K 5.33% 4
2025
Q4 		$12.7M Buy
161,761
+11,053
+7% +$872K 5.38% 4
2025
Q3 		$11.9M Buy
150,708
+144,797
+2,450% +$11.4M 5.4% 4
2025
Q2 		$465K Sell
5,911
-132,887
-96% -$10.4M 5.25% 6
2025
Q1 		$10.9M Buy
138,798
+13,524
+11% +$1.05M 6.09% 3
2024
Q4 		$9.68M Buy
125,274
+4,554
+4% +$353K 5.82% 4
2024
Q3 		$9.5M Buy
120,720
+7,048
+6% +$549K 5.8% 4
2024
Q2 		$8.72M Buy
113,672
+6,244
+6% +$476K 5.98% 4
2024
Q1 		$8.24M Buy
107,428
+2,370
+2% +$182K 5.98% 4
2023
Q4 		$8.09M Sell
105,058
-3,625
-3% -$274K 6.33% 4
2023
Q3 		$8.17M Buy
108,683
+852
+0.8% +$64.2K 7.34% 2
2023
Q2 		$8.15M Buy
107,831
+750
+0.7% +$57.2K 7.05% 2
2023
Q1 		$8.19M Buy
107,081
+10,947
+11% +$830K 8.3% 2
2022
Q4 		$7.24M Buy
+96,134
New +$7.21M 8.43% 2

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vawter Financial's BSV Position: Q2 2026 in Review

Vawter Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q2 2026, buying an estimated $945K and bringing the position to 173,700 shares worth $13.5M. The position accounts for 5.1% of the portfolio, ranked #5.

Vawter Financial first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Vawter Financial held 173,700 shares of Vanguard Short-Term Bond ETF worth $13.5M as of Q2 2026.
  • Vawter Financial bought 12,107 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $945K.
  • Vanguard Short-Term Bond ETF made up 5.1% of Vawter Financial's portfolio in Q2 2026, its #5 holding.
  • Vawter Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.