WCFA
BSV icon

Walkner Condon Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Walkner Condon Financial 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
-2,961
Closed -$232K – 349
2026
Q1 		$232K Buy
2,961
+4
+0.1% +$315 0.03% 287
2025
Q4 		$233K Sell
2,957
-30
-1% -$2.37K 0.03% 277
2025
Q3 		$236K Sell
2,987
-1,500
-33% -$118K 0.04% 262
2025
Q2 		$353K Buy
+4,487
New +$351K 0.07% 198
2023
Q4 		– Sell
-2,852
Closed -$214K – 268
2023
Q3 		$214K Sell
2,852
-333
-10% -$25.1K 0.06% 228
2023
Q2 		$241K Sell
3,185
-10
-0.3% -$762 0.06% 211
2023
Q1 		$244K Sell
3,195
-20
-0.6% -$1.52K 0.07% 203
2022
Q4 		$242K Sell
3,215
-940
-23% -$70.5K 0.07% 197
2022
Q3 		$312K Sell
4,155
-372
-8% -$28.4K 0.1% 158
2022
Q2 		$349K Sell
4,527
-51
-1% -$3.93K 0.11% 160
2022
Q1 		$357K Sell
4,578
-1,166
-20% -$92.6K 0.1% 160
2021
Q4 		$464K Sell
5,744
-1,015
-15% -$82.6K 0.3% 78
2021
Q3 		$552K Buy
6,759
+271
+4% +$22.3K 0.27% 78
2021
Q2 		$534K Buy
6,488
+62
+1% +$5.1K 0.2% 91
2021
Q1 		$528K Buy
6,426
+189
+3% +$15.6K 0.21% 92
2020
Q4 		$517K Sell
6,237
-303
-5% -$25.1K 0.22% 80
2020
Q3 		$543K Buy
+6,540
New +$543K 0.29% 63

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Walkner Condon Financial Advisors's BSV Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,961 shares — an estimated $232K sold.

Walkner Condon Financial Advisors first reported a position in BSV in Q3 2020 and held it in 17 quarters. The position peaked at $552K in Q3 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 2,961 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $232K.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 17 quarters.
  • Walkner Condon Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $552K in Q3 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.