WLIM
BSV icon

White Lighthouse Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

White Lighthouse Investment Management’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 		$9.72M Buy
124,748
+4,369
+4% +$341K 1.21% 18
2026
Q1 		$9.44M Buy
120,379
+2,871
+2% +$226K 1.31% 18
2025
Q4 		$9.26M Buy
117,508
+3,162
+3% +$249K 1.29% 17
2025
Q3 		$9.02M Buy
114,346
+913
+0.8% +$71.8K 1.38% 17
2025
Q2 		$8.93M Buy
113,433
+4,089
+4% +$320K 1.45% 16
2025
Q1 		$8.56M Sell
109,344
-10,282
-9% -$798K 1.53% 15
2024
Q4 		$9.24M Buy
119,626
+4,809
+4% +$373K 1.62% 14
2024
Q3 		$9.03M Sell
114,817
-1,388
-1% -$108K 1.62% 15
2024
Q2 		$8.91M Sell
116,205
-2,793
-2% -$213K 1.72% 14
2024
Q1 		$9.12M Sell
118,998
-3,907
-3% -$300K 1.85% 14
2023
Q4 		$9.47M Sell
122,905
-9,269
-7% -$702K 2.07% 13
2023
Q3 		$9.94M Buy
132,174
+25,341
+24% +$1.91M 2.41% 11
2023
Q2 		$8.07M Sell
106,833
-12,719
-11% -$969K 1.93% 15
2023
Q1 		$9.14M Buy
119,552
+4,490
+4% +$340K 2.3% 11
2022
Q4 		$8.66M Sell
115,062
-11,562
-9% -$867K 2.35% 11
2022
Q3 		$9.47M Sell
126,624
-15,205
-11% -$1.16M 2.76% 7
2022
Q2 		$10.9M Buy
141,829
+32,058
+29% +$2.47M 3.12% 7
2022
Q1 		$8.55M Sell
109,771
-35,505
-24% -$2.82M 2.17% 12
2021
Q4 		$11.7M Buy
145,276
+18,706
+15% +$1.52M 2.93% 8
2021
Q3 		$10.4M Buy
126,570
+12,670
+11% +$1.04M 2.78% 8
2021
Q2 		$9.36M Buy
113,900
+32,844
+41% +$2.7M 2.56% 9
2021
Q1 		$6.66M Buy
81,056
+3,263
+4% +$269K 2.04% 12
2020
Q4 		$6.45M Sell
77,793
-15,080
-16% -$1.25M 2.06% 13
2020
Q3 		$7.71M Sell
92,873
-7,001
-7% -$582K 2.67% 10
2020
Q2 		$8.3M Sell
99,874
-1,455
-1% -$120K 3.05% 8
2020
Q1 		$8.33M Buy
101,329
+14,421
+17% +$1.17M 3.49% 6
2019
Q4 		$7.01M Buy
86,908
+2,798
+3% +$226K 2.57% 8
2019
Q3 		$6.79M Buy
84,110
+393
+0.5% +$31.7K 2.73% 8
2019
Q2 		$6.74M Buy
83,717
+5,658
+7% +$451K 2.81% 8
2019
Q1 		$6.21M Buy
78,059
+7,882
+11% +$622K 2.85% 8
2018
Q4 		$5.51M Buy
70,177
+18,155
+35% +$1.42M 3.03% 8
2018
Q3 		$4.06M Buy
52,022
+7,724
+17% +$603K 2.07% 13
2018
Q2 		$3.46M Buy
44,298
+9,073
+26% +$709K 1.9% 14
2018
Q1 		$2.76M Buy
35,225
+16,638
+90% +$1.31M 1.58% 16
2017
Q4 		$1.47M Buy
+18,587
New +$1.48M 0.84% 28

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

White Lighthouse Investment Management's BSV Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.6% in Q2 2026, buying an estimated $341K and bringing the position to 124,748 shares worth $9.72M. The position accounts for 1.21% of the portfolio, ranked #18.

White Lighthouse Investment Management first reported a position in BSV in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.7M in Q4 2021. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • White Lighthouse Investment Management held 124,748 shares of Vanguard Short-Term Bond ETF worth $9.72M as of Q2 2026.
  • White Lighthouse Investment Management bought 4,369 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Short-Term Bond ETF made up 1.21% of White Lighthouse Investment Management's portfolio in Q2 2026, its #18 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's Vanguard Short-Term Bond ETF position peaked at $11.7M in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.