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

Whitener Capital 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	$335K	Buy	+4,295	New	+$335K	0.07%	151
2019 Q4	–	Sell	-236	Closed	-$19K	–	183
2019 Q3	$19K	Hold	236	–	–	0.01%	301
2019 Q2	$19K	Hold	236	–	–	0.01%	295
2019 Q1	$18K	Hold	236	–	–	0.01%	290
2018 Q4	$18K	Hold	236	–	–	0.01%	268
2018 Q3	$18K	Buy	+236	New	+$18.4K	0.01%	287
2018 Q2	–	Sell	-236	Closed	-$18K	–	159
2018 Q1	$18K	Buy	+236	New	+$18.5K	0.01%	287

Other funds holding BSV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return