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

Verdence Capital 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	–	Sell	-2,872	Closed	-$225K	–	663
2026 Q1	$225K	Buy	2,872 +9	+0.3%	+$709	0.01%	582
2025 Q4	$226K	Sell	2,863 -1,725	-38%	-$136K	0.01%	594
2025 Q3	$363K	Buy	+4,588	New	+$361K	0.02%	539
2023 Q1	–	Sell	-4,783	Closed	-$360K	–	543
2022 Q4	$360K	Buy	4,783 +53	+1%	+$3.98K	0.04%	335
2022 Q3	$354K	Buy	4,730 +29	+0.6%	+$2.22K	0.05%	343
2022 Q2	$361K	Buy	+4,701	New	+$362K	0.05%	336
2021 Q4	–	Sell	-3,596	Closed	-$295K	–	512
2021 Q3	$295K	Buy	+3,596	New	+$296K	0.04%	384

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Verdence Capital Advisors's BSV Position: Q2 2026 in Review

Verdence Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,872 shares — an estimated $225K sold.

Verdence Capital Advisors first reported a position in BSV in Q3 2021 and held it in 7 quarters. The position peaked at $363K in Q3 2025. 728 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Verdence Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Verdence Capital Advisors sold 2,872 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $225K.
Verdence Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 7 quarters.
Verdence Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $363K in Q3 2025.
728 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.