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

Websterrogers 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	$2.8M	Sell	35,916 -3,266	-8%	-$255K	0.72%	30
2026 Q1	$3.07M	Sell	39,182 -297	-0.8%	-$23.4K	0.88%	27
2025 Q4	$3.11M	Sell	39,479 -200	-0.5%	-$15.8K	0.9%	27
2025 Q3	$3.13M	Buy	39,679 +5,201	+15%	+$409K	0.94%	27
2025 Q2	$2.71M	Sell	34,478 -741	-2%	-$57.9K	0.86%	27
2025 Q1	$2.76M	Sell	35,219 -3,962	-10%	-$308K	0.94%	27
2024 Q4	$3.03M	Buy	39,181 +542	+1%	+$42.1K	1.05%	25
2024 Q3	$3.04M	Sell	38,639 -4,266	-10%	-$332K	1.06%	26
2024 Q2	$3.29M	Sell	42,905 -15,143	-26%	-$1.16M	1.17%	25
2024 Q1	$4.45M	Sell	58,048 -160,175	-73%	-$12.3M	1.58%	22
2023 Q4	$16.8M	Buy	218,223 +89,760	+70%	+$6.79M	7.01%	2
2023 Q3	$9.66M	Sell	128,463 -11,877	-8%	-$895K	4.25%	8
2023 Q2	$10.6M	Sell	140,340 -2,507	-2%	-$191K	4.62%	7
2023 Q1	$10.9M	Sell	142,847 -119,496	-46%	-$9.05M	5.03%	6
2022 Q4	$19.7M	Sell	262,343 -12,903	-5%	-$968K	9.56%	2
2022 Q3	$20.6M	Buy	275,246 +83,927	+44%	+$6.41M	10.83%	3
2022 Q2	$14.7M	Buy	191,319 +53,010	+38%	+$4.08M	7.18%	3
2022 Q1	$10.7M	Sell	138,309 -453	-0.3%	-$36K	5.49%	4
2021 Q4	$11.2M	Buy	138,762 +28,919	+26%	+$2.35M	2.54%	8
2021 Q3	$9M	Buy	109,843 +18,330	+20%	+$1.51M	2.09%	10
2021 Q2	$7.53M	Buy	91,513 +21,583	+31%	+$1.78M	1.8%	11
2021 Q1	$5.75M	Buy	69,930 +15,630	+29%	+$1.29M	1.55%	11
2020 Q4	$4.5M	Buy	+54,300	New	+$4.5M	1.31%	15

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Websterrogers Financial Advisors's BSV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.3% in Q2 2026, selling an estimated $255K and leaving 35,916 shares worth $2.8M. The position accounts for 0.72% of the portfolio, ranked #30.

Websterrogers Financial Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.6M in Q3 2022. 251 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Websterrogers Financial Advisors held 35,916 shares of Vanguard Short-Term Bond ETF worth $2.8M as of Q2 2026.
Websterrogers Financial Advisors sold 3,266 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $255K.
Vanguard Short-Term Bond ETF made up 0.72% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #30 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Websterrogers Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $20.6M in Q3 2022.
251 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.