Wealthcare Advisory Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthcare Advisory Partners’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	$401K	Sell	5,148 -8,549	-62%	-$667K	0.01%	780
2026 Q1	$1.07M	Sell	13,697 -12,443	-48%	-$980K	0.02%	503
2025 Q4	$2.06M	Buy	26,140 +13,715	+110%	+$1.08M	0.04%	360
2025 Q3	$980K	Buy	12,425 +221	+2%	+$17.4K	0.02%	507
2025 Q2	$960K	Sell	12,204 -1,370	-10%	-$107K	0.02%	493
2025 Q1	$1.06M	Sell	13,574 -460	-3%	-$35.7K	0.03%	431
2024 Q4	$1.08M	Sell	14,034 -454	-3%	-$35.2K	0.03%	401
2024 Q3	$1.14M	Buy	14,488 +1,273	+10%	+$99.2K	0.03%	393
2024 Q2	$1.01M	Buy	13,215 +2,870	+28%	+$219K	0.03%	377
2024 Q1	$793K	Buy	10,345 +1,467	+17%	+$113K	0.03%	437
2023 Q4	$684K	Sell	8,878 -1,665	-16%	-$126K	0.03%	413
2023 Q3	$793K	Sell	10,543 -428	-4%	-$32.3K	0.04%	321
2023 Q2	$829K	Sell	10,971 -2,021	-16%	-$154K	0.04%	327
2023 Q1	$994K	Buy	12,992 +511	+4%	+$38.7K	0.04%	289
2022 Q4	$940K	Buy	12,481 +4,121	+49%	+$309K	0.04%	288
2022 Q3	$626K	Buy	8,360 +2,448	+41%	+$187K	0.04%	310
2022 Q2	$454K	Buy	5,912 +173	+3%	+$13.3K	0.03%	342
2022 Q1	$447K	Buy	5,739 +1,280	+29%	+$102K	0.03%	329
2021 Q4	$360K	Sell	4,459 -5,061	-53%	-$412K	0.02%	400
2021 Q3	$780K	Buy	9,520 +3,966	+71%	+$326K	0.05%	228
2021 Q2	$456K	Buy	5,554 +1,029	+23%	+$84.7K	0.03%	337
2021 Q1	$372K	Buy	4,525 +141	+3%	+$11.6K	0.03%	345
2020 Q4	$363K	Sell	4,384 -261	-6%	-$21.6K	0.03%	290
2020 Q3	$386K	Buy	4,645 +1,072	+30%	+$89.1K	0.04%	240
2020 Q2	$297K	Sell	3,573 -591	-14%	-$48.9K	0.04%	242
2020 Q1	$342K	Buy	4,164 +816	+24%	+$66.3K	0.05%	201
2019 Q4	$270K	Buy	3,348 +203	+6%	+$16.4K	0.03%	253
2019 Q3	$254K	Buy	3,145 +121	+4%	+$9.76K	0.04%	232
2019 Q2	$243K	Buy	3,024 +2	+0.1%	+$159	0.04%	242
2019 Q1	$241K	Buy	3,022 +56	+2%	+$4.42K	0.04%	214
2018 Q4	$233K	Sell	2,966 -322	-10%	-$25.1K	0.05%	193
2018 Q3	$257K	Buy	3,288 +26	+0.8%	+$2.03K	0.05%	186
2018 Q2	$255K	Buy	3,262 +2	+0.1%	+$156	0.05%	187
2018 Q1	$256K	Sell	3,260 -279	-8%	-$21.9K	0.06%	173
2017 Q4	$280K	Buy	3,539 +248	+8%	+$19.7K	0.07%	140
2017 Q3	$263K	Buy	+3,291	New	+$263K	0.08%	124

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealthcare Advisory Partners's BSV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 62% in Q2 2026, selling an estimated $667K and leaving 5,148 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #780.

Wealthcare Advisory Partners first reported a position in BSV in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.06M in Q4 2025. 396 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wealthcare Advisory Partners held 5,148 shares of Vanguard Short-Term Bond ETF worth $401K as of Q2 2026.
Wealthcare Advisory Partners sold 8,549 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $667K.
Vanguard Short-Term Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #780 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Vanguard Short-Term Bond ETF position peaked at $2.06M in Q4 2025.
396 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.