Verum Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Verum Partners’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	$1.19M	Sell	15,318 -2,711	-15%	-$212K	0.18%	70
2026 Q1	$1.41M	Sell	18,029 -3,818	-17%	-$301K	0.27%	56
2025 Q4	$1.72M	Sell	21,847 -842	-4%	-$66.4K	0.35%	50
2025 Q3	$1.79M	Buy	22,689 +1,425	+7%	+$112K	0.38%	50
2025 Q2	$1.67M	Sell	21,264 -2,574	-11%	-$201K	0.39%	49
2025 Q1	$1.87M	Sell	23,838 -1,857	-7%	-$144K	0.5%	39
2024 Q4	$1.99M	Sell	25,695 -793	-3%	-$61.5K	0.57%	36
2024 Q3	$2.08M	Sell	26,488 -2,713	-9%	-$211K	0.61%	33
2024 Q2	$2.24M	Sell	29,201 -4,882	-14%	-$372K	0.72%	29
2024 Q1	$2.61M	Sell	34,083 -8,368	-20%	-$642K	0.93%	26
2023 Q4	$3.27M	Sell	42,451 -5,965	-12%	-$452K	1.29%	18
2023 Q3	$3.64M	Buy	+48,416	New	+$3.65M	1.63%	17

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

Verum Partners's BSV Position: Q2 2026 in Review

Verum Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $212K and leaving 15,318 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #70.

Verum Partners first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2023. 362 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Verum Partners held 15,318 shares of Vanguard Short-Term Bond ETF worth $1.19M as of Q2 2026.
Verum Partners sold 2,711 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $212K.
Vanguard Short-Term Bond ETF made up 0.18% of Verum Partners's portfolio in Q2 2026, its #70 holding.
Verum Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Verum Partners's Vanguard Short-Term Bond ETF position peaked at $3.64M in Q3 2023.
362 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.