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

Westfuller 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	$2.83M	Buy	36,374 +963	+3%	+$75.2K	1.03%	29
2026 Q1	$2.78M	Sell	35,411 -4,294	-11%	-$338K	1.2%	21
2025 Q4	$3.13M	Sell	39,705 -1,719	-4%	-$136K	1.27%	21
2025 Q3	$3.27M	Buy	41,424 +2,489	+6%	+$196K	1.49%	18
2025 Q2	$3.06M	Buy	38,935 +208	+0.5%	+$16.3K	1.75%	14
2025 Q1	$3.03M	Buy	38,727 +17	+0%	+$1.32K	2.02%	13
2024 Q4	$2.99M	Buy	38,710 +241	+0.6%	+$18.7K	1.9%	15
2024 Q3	$3.03M	Buy	+38,469	New	+$3M	2.17%	13
2024 Q1	$3.68M	Buy	+48,041	New	+$3.69M	4.42%	3

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westfuller Advisors's BSV Position: Q2 2026 in Review

Westfuller Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, buying an estimated $75.2K and bringing the position to 36,374 shares worth $2.83M. The position accounts for 1.03% of the portfolio, ranked #29.

Westfuller Advisors first reported a position in BSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.68M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Westfuller Advisors held 36,374 shares of Vanguard Short-Term Bond ETF worth $2.83M as of Q2 2026.
Westfuller Advisors bought 963 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $75.2K.
Vanguard Short-Term Bond ETF made up 1.03% of Westfuller Advisors's portfolio in Q2 2026, its #29 holding.
Westfuller Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Vanguard Short-Term Bond ETF position peaked at $3.68M in Q1 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.