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

Westwind Capital’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 		– Sell
-530
Closed -$42K – 82
2026
Q1 		$42K Buy
+530
New +$41.7K 0.01% 75

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Westwind Capital's BSV Position: Q2 2026 in Review

Westwind Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 530 shares — an estimated $42K sold.

Westwind Capital first reported a position in BSV in Q1 2026 and held it in 1 quarter. The position peaked at $42K in Q1 2026. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Westwind Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 530 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $42K.
  • Westwind Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Westwind Capital's Vanguard Short-Term Bond ETF position peaked at $42K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.