WF
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WinCap Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WinCap Financial’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
-2,799
Closed -$219K – 93
2026
Q1 		$219K Sell
2,799
-40
-1% -$3.15K 0.15% 80
2025
Q4 		$224K Sell
2,839
-189
-6% -$14.9K 0.15% 82
2025
Q3 		$239K Sell
3,028
-380
-11% -$29.9K 0.17% 82
2025
Q2 		$268K Sell
3,408
-86,204
-96% -$6.74M 0.22% 78
2025
Q1 		$7.01M Buy
89,612
+6,469
+8% +$502K 6.65% 2
2024
Q4 		$6.42M Buy
+83,143
New +$6.45M 6.55% 2

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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

WinCap Financial's BSV Position: Q2 2026 in Review

WinCap Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,799 shares — an estimated $219K sold.

WinCap Financial first reported a position in BSV in Q4 2024 and held it in 6 quarters. The position peaked at $7.01M in Q1 2025. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • WinCap Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WinCap Financial sold 2,799 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $219K.
  • WinCap Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 6 quarters.
  • WinCap Financial's Vanguard Short-Term Bond ETF position peaked at $7.01M in Q1 2025.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.