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Wealth Forward LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealth Forward LLC’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 		$701K Hold
9,001
– – 0.35% 22
2026
Q1 		$706K Hold
9,001
– – 0.4% 22
2025
Q4 		$709K Sell
9,001
-102
-1% -$8.05K 0.4% 22
2025
Q3 		$718K Sell
9,103
-130,191
-93% -$10.2M 0.42% 22
2025
Q2 		$11M Buy
139,294
+779
+0.6% +$60.9K 7.37% 7
2025
Q1 		$10.8M Buy
138,515
+990
+0.7% +$76.8K 7.72% 7
2024
Q4 		$10.6M Buy
137,525
+13,017
+10% +$1.01M 7.5% 7
2024
Q3 		$9.8M Buy
124,508
+5,058
+4% +$394K 6.87% 7
2024
Q2 		$9.16M Buy
119,450
+1,122
+0.9% +$85.6K 7.16% 7
2024
Q1 		$9.07M Buy
118,328
+3,269
+3% +$251K 7.14% 7
2023
Q4 		$8.86M Buy
+115,059
New +$8.71M 7.49% 7

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Wealth Forward LLC's BSV Position: Q2 2026 in Review

Wealth Forward LLC held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 9,001 shares worth $701K. The position accounts for 0.35% of the portfolio, ranked #22.

Wealth Forward LLC first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q2 2025. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Wealth Forward LLC held 9,001 shares of Vanguard Short-Term Bond ETF worth $701K as of Q2 2026.
  • Wealth Forward LLC left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.35% of Wealth Forward LLC's portfolio in Q2 2026, its #22 holding.
  • Wealth Forward LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Forward LLC's Vanguard Short-Term Bond ETF position peaked at $11M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.