Wealthquest’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthquest’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	$36.8M	Buy	472,218 +17,204	+4%	+$1.34M	2.32%	13
2026 Q1	$35.7M	Buy	455,014 +18,086	+4%	+$1.42M	2.53%	12
2025 Q4	$34.4M	Buy	436,928 +20,254	+5%	+$1.6M	2.6%	12
2025 Q3	$32.9M	Buy	416,674 +7,110	+2%	+$559K	2.62%	12
2025 Q2	$32.2M	Buy	409,564 +21,188	+5%	+$1.66M	2.54%	12
2025 Q1	$30.4M	Buy	388,376 +56,085	+17%	+$4.35M	2.54%	13
2024 Q4	$25.7M	Buy	332,291 +48,402	+17%	+$3.76M	2.09%	15
2024 Q3	$22.3M	Buy	+283,889	New	+$22.1M	1.97%	15
2023 Q2	–	Sell	-3,739	Closed	-$286K	–	123
2023 Q1	$286K	Sell	3,739 -594	-14%	-$45K	0.04%	99
2022 Q4	$326K	Sell	4,333 -14,857	-77%	-$1.11M	0.04%	92
2022 Q3	$1.44M	Sell	19,190 -49,501	-72%	-$3.78M	0.2%	44
2022 Q2	$5.27M	Sell	68,691 -43,353	-39%	-$3.34M	0.8%	21
2022 Q1	$9.06M	Hold	112,044	–	–	1.39%	17
2021 Q4	$9.06M	Buy	112,044 +24,797	+28%	+$2.02M	1.39%	17
2021 Q3	$7.15M	Buy	87,247 +17,644	+25%	+$1.45M	1.21%	17
2021 Q2	$5.72M	Buy	69,603 +33,778	+94%	+$2.78M	0.98%	20
2021 Q1	$2.94M	Buy	35,825 +18,341	+105%	+$1.51M	0.55%	26
2020 Q4	$1.45M	Buy	17,484 +3,682	+27%	+$305K	0.31%	32
2020 Q3	$1.15M	Buy	13,802 +698	+5%	+$58K	0.28%	34
2020 Q2	$1.09M	Buy	+13,104	New	+$1.08M	0.28%	41
2019 Q4	$1.27M	Sell	15,793 -97	-0.6%	-$7.83K	0.36%	48
2019 Q3	$1.28M	Sell	15,890 -660	-4%	-$53.2K	0.43%	46
2019 Q2	$1.33M	Buy	16,550 +542	+3%	+$43.2K	0.5%	42
2019 Q1	$1.27M	Buy	16,008 +1,269	+9%	+$100K	0.48%	42
2018 Q4	$1.16M	Buy	+14,739	New	+$1.15M	0.47%	41
2015 Q3	$314K	Buy	3,902 +828	+27%	+$66.4K	0.57%	26
2015 Q2	$246K	Sell	3,074 -9,822	-76%	-$788K	0.36%	39
2015 Q1	$1.04M	Sell	12,896 -2,081	-14%	-$167K	1.5%	10
2014 Q4	$1.2M	Buy	+14,977	New	+$1.2M	1.22%	9

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

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

Wealthquest's BSV Position: Q2 2026 in Review

Wealthquest increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2026, buying an estimated $1.34M and bringing the position to 472,218 shares worth $36.8M. The position accounts for 2.32% of the portfolio, ranked #13.

Wealthquest first reported a position in BSV in Q4 2014 and has held it in 29 quarters since. 488 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wealthquest held 472,218 shares of Vanguard Short-Term Bond ETF worth $36.8M as of Q2 2026.
Wealthquest bought 17,204 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Short-Term Bond ETF made up 2.32% of Wealthquest's portfolio in Q2 2026, its #13 holding.
Wealthquest first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 29 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.