VSM Wealth Advisory’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
$604K Buy
7,752
+2,167
+39% +$169K 0.16% 56
2026
Q1
$438K Sell
5,585
-539
-9% -$42.4K 0.13% 63
2025
Q4
$483K Buy
6,124
+2
+0% +$158 0.15% 62
2025
Q3
$483K Sell
6,122
-790
-11% -$62.1K 0.15% 54
2025
Q2
$544K Sell
6,912
-9
-0.1% -$704 0.18% 53
2025
Q1
$542K Buy
6,921
+922
+15% +$71.6K 0.19% 49
2024
Q4
$464K Buy
+5,999
New +$466K 0.17% 52

Other funds holding BSV

VSM Wealth Advisory's BSV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 39% in Q2 2026, buying an estimated $169K and bringing the position to 7,752 shares worth $604K. The position accounts for 0.16% of the portfolio, ranked #56.

VSM Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • VSM Wealth Advisory held 7,752 shares of Vanguard Short-Term Bond ETF worth $604K as of Q2 2026.
  • VSM Wealth Advisory bought 2,167 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Short-Term Bond ETF made up 0.16% of VSM Wealth Advisory's portfolio in Q2 2026, its #56 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.