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

VERITY 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	$761K	Hold	9,767	–	–	0.46%	40
2026 Q1	$766K	Sell	9,767 -4,815	-33%	-$379K	0.51%	37
2025 Q4	$1.15M	Sell	14,582 -322	-2%	-$25.4K	0.71%	24
2025 Q3	$1.18M	Hold	14,904	–	–	0.74%	23
2025 Q2	$1.17M	Buy	14,904 +231	+2%	+$18.1K	0.79%	21
2025 Q1	$1.15M	Sell	14,673 -823	-5%	-$63.9K	0.85%	21
2024 Q4	$1.2M	Hold	15,496	–	–	0.86%	20
2024 Q3	$1.22M	Buy	15,496 +2,233	+17%	+$174K	0.86%	20
2024 Q2	$1.02M	Buy	13,263 +625	+5%	+$47.7K	0.76%	28
2024 Q1	$969K	Buy	12,638 +1,849	+17%	+$142K	0.74%	28
2023 Q4	$831K	Buy	10,789 +1,578	+17%	+$119K	0.71%	28
2023 Q3	$692K	Buy	9,211 +225	+3%	+$17K	0.65%	31
2023 Q2	$679K	Buy	8,986 +295	+3%	+$22.5K	0.61%	31
2023 Q1	$665K	Buy	8,691 +143	+2%	+$10.8K	0.62%	31
2022 Q4	$643K	Buy	8,548 +1	+0%	+$75	0.63%	31
2022 Q3	$639K	Hold	8,547	–	–	0.66%	31
2022 Q2	$656K	Buy	+8,547	New	+$658K	0.64%	30

Other funds holding BSV

SFA

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

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

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

VERITY Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 9,767 shares worth $761K. The position accounts for 0.46% of the portfolio, ranked #40.

VERITY Wealth Advisors first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2024. 364 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

VERITY Wealth Advisors held 9,767 shares of Vanguard Short-Term Bond ETF worth $761K as of Q2 2026.
VERITY Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.46% of VERITY Wealth Advisors's portfolio in Q2 2026, its #40 holding.
VERITY Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
VERITY Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.22M in Q3 2024.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.