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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.61M Buy
59,181
+14,080
+31% +$1.1M 3.99% 7
2026
Q1
$3.54M Buy
45,101
+7,470
+20% +$588K 3.52% 8
2025
Q4
$2.97M Buy
+37,631
New +$2.97M 2.95% 10

Other funds holding BSV

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

Vistica Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2026, buying an estimated $1.1M and bringing the position to 59,181 shares worth $4.61M. The position accounts for 3.99% of the portfolio, ranked #7.

Vistica Wealth Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Vistica Wealth Advisors held 59,181 shares of Vanguard Short-Term Bond ETF worth $4.61M as of Q2 2026.
  • Vistica Wealth Advisors bought 14,080 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.1M.
  • Vanguard Short-Term Bond ETF made up 3.99% of Vistica Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Vistica Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.