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 Q3	$3.42M	Buy	44,705 +8,331	+23%	+$644K	1.01%	25
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Westfuller Advisors's BSV Position: Q3 2026 in Review

Westfuller Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 23% in Q3 2026, buying an estimated $644K and bringing the position to 44,705 shares worth $3.42M. The position accounts for 1.01% of the portfolio, ranked #25.

Westfuller Advisors first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.68M in Q1 2024. 1,081 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Westfuller Advisors held 44,705 shares of Vanguard Short-Term Bond ETF worth $3.42M as of Q3 2026.
Westfuller Advisors bought 8,331 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $644K.
Vanguard Short-Term Bond ETF made up 1.01% of Westfuller Advisors's portfolio in Q3 2026, its #25 holding.
Westfuller Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Westfuller Advisors's Vanguard Short-Term Bond ETF position peaked at $3.68M in Q1 2024.
1,081 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.