Wilkins Miller Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wilkins Miller Wealth 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	$1.1M	Buy	14,055 +225	+2%	+$17.6K	0.6%	42
2026 Q1	$1.08M	Sell	13,830 -320	-2%	-$25.2K	0.66%	40
2025 Q4	$1.12M	Sell	14,150 -972	-6%	-$76.7K	0.66%	40
2025 Q3	$1.19M	Sell	15,122 -4,925	-25%	-$387K	0.74%	39
2025 Q2	$1.58M	Buy	20,047 +1,066	+6%	+$83.3K	1.07%	25
2025 Q1	$1.49M	Buy	18,981 +14,951	+371%	+$1.16M	1.12%	26
2024 Q4	$311K	Buy	+4,030	New	+$313K	0.33%	54

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MWA

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

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

FMC

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

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

Wilkins Miller Wealth Management's BSV Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, buying an estimated $17.6K and bringing the position to 14,055 shares worth $1.1M. The position accounts for 0.6% of the portfolio, ranked #42.

Wilkins Miller Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 371 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wilkins Miller Wealth Management held 14,055 shares of Vanguard Short-Term Bond ETF worth $1.1M as of Q2 2026.
Wilkins Miller Wealth Management bought 225 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $17.6K.
Vanguard Short-Term Bond ETF made up 0.6% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #42 holding.
Wilkins Miller Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.58M in Q2 2025.
371 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.