Wealth Advisory Solutions
BSV icon

Wealth Advisory Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealth Advisory Solutions’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
Q3 		$365K Sell
4,771
-150
-3% -$11.6K 0.08% 106
2026
Q2 		$383K Sell
4,921
-268
-5% -$20.9K 0.08% 109
2026
Q1 		$407K Sell
5,189
-72
-1% -$5.67K 0.09% 101
2025
Q4 		$415K Sell
5,261
-968
-16% -$76.4K 0.1% 98
2025
Q3 		$492K Buy
6,229
+82
+1% +$6.45K 0.12% 93
2025
Q2 		$484K Sell
6,147
-110
-2% -$8.6K 0.12% 92
2025
Q1 		$490K Sell
6,257
-505
-7% -$39.2K 0.13% 91
2024
Q4 		$522K Sell
6,762
-1,552
-19% -$120K 0.15% 86
2024
Q3 		$654K Sell
8,314
-12
-0.1% -$935 0.18% 72
2024
Q2 		$639K Sell
8,326
-89
-1% -$6.79K 0.17% 72
2024
Q1 		$645K Sell
8,415
-1,127
-12% -$86.5K 0.17% 73
2023
Q4 		$735K Sell
9,542
-10,291
-52% -$779K 0.26% 47
2023
Q3 		$1.51M Buy
19,833
+8,275
+72% +$624K 0.3% 56
2023
Q2 		$873K Sell
11,558
-9
-0.1% -$686 0.23% 65
2023
Q1 		$885K Sell
11,567
-8,136
-41% -$617K 0.24% 71
2022
Q4 		$1.48M Sell
19,703
-13,311
-40% -$999K 0.4% 63
2022
Q3 		$2.47M Sell
33,014
-95,265
-74% -$7.28M 0.68% 46
2022
Q2 		$9.9M Sell
128,279
-28,607
-18% -$2.2M 2.42% 6
2022
Q1 		$12.2M Buy
+156,886
New +$12.5M 2.54% 6
2021
Q3 		$13.6M Buy
165,484
+26,465
+19% +$2.17M 3.01% 5
2021
Q2 		$11.4M Sell
139,019
-24,450
-15% -$2.01M 2.71% 6
2021
Q1 		$13M Buy
163,469
+85,250
+109% +$7.04M 2.7% 5
2020
Q4 		$6.48M Sell
78,219
-9,375
-11% -$777K 1.76% 16
2020
Q3 		$7.27M Buy
87,594
+2,300
+3% +$191K 1.93% 10
2020
Q2 		$7.09M Buy
85,294
+2,275
+3% +$188K 1.97% 8
2020
Q1 		$6.82M Buy
+83,019
New +$6.74M 2.32% 6

Other funds holding BSV

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Advisory Solutions's BSV Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q3 2026, selling an estimated $11.6K and leaving 4,771 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #106.

Wealth Advisory Solutions first reported a position in BSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.6M in Q3 2021. 397 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Wealth Advisory Solutions held 4,771 shares of Vanguard Short-Term Bond ETF worth $365K as of Q3 2026.
  • Wealth Advisory Solutions sold 150 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $11.6K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Wealth Advisory Solutions's portfolio in Q3 2026, its #106 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Vanguard Short-Term Bond ETF position peaked at $13.6M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.