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

Wiser 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	$19.5M	Buy	250,382 +6,914	+3%	+$540K	3.73%	10
2026 Q1	$19.1M	Buy	243,468 +16,112	+7%	+$1.27M	4.12%	8
2025 Q4	$17.9M	Buy	227,356 +8,296	+4%	+$655K	3.98%	9
2025 Q3	$17.3M	Buy	219,060 +17,385	+9%	+$1.37M	3.95%	9
2025 Q2	$15.9M	Buy	201,675 +3,361	+2%	+$263K	3.97%	9
2025 Q1	$15.5M	Buy	198,314 +8,305	+4%	+$645K	4.36%	9
2024 Q4	$14.7M	Buy	190,009 +7,720	+4%	+$599K	4.12%	9
2024 Q3	$14.3M	Sell	182,289 -360	-0.2%	-$28K	4.11%	9
2024 Q2	$14M	Sell	182,649 -4,611	-2%	-$352K	4.34%	8
2024 Q1	$14.4M	Sell	187,260 -245,539	-57%	-$18.8M	4.71%	9
2023 Q4	$33.2M	Buy	432,799 +17,753	+4%	+$1.34M	12.11%	2
2023 Q3	$31.2M	Buy	415,046 +10,926	+3%	+$824K	12.68%	2
2023 Q2	$30.5M	Buy	404,120 +5,007	+1%	+$382K	12.26%	2
2023 Q1	$30.5M	Buy	399,113 +39,187	+11%	+$2.97M	13.04%	2
2022 Q4	$27.1M	Sell	359,926 -1,231	-0.3%	-$92.4K	12.52%	2
2022 Q3	$27M	Buy	361,157 +26,234	+8%	+$2M	14.12%	2
2022 Q2	$25.7M	Sell	334,923 -18,855	-5%	-$1.45M	13.33%	2
2022 Q1	$27.6M	Buy	353,778 +23,444	+7%	+$1.86M	12.71%	2
2021 Q4	$26.7M	Buy	330,334 +48,774	+17%	+$3.97M	13.04%	2
2021 Q3	$23.1M	Buy	281,560 +38,788	+16%	+$3.19M	12.3%	2
2021 Q2	$19.9M	Buy	242,772 +25,657	+12%	+$2.11M	12.14%	2
2021 Q1	$17.8M	Buy	217,115 +63,984	+42%	+$5.28M	12.26%	2
2020 Q4	$12.7M	Buy	+153,131	New	+$12.7M	9.52%	3

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

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

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

Wiser Wealth Management's BSV Position: Q2 2026 in Review

Wiser Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q2 2026, buying an estimated $540K and bringing the position to 250,382 shares worth $19.5M. The position accounts for 3.73% of the portfolio, ranked #10.

Wiser Wealth Management first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.2M in Q4 2023. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wiser Wealth Management held 250,382 shares of Vanguard Short-Term Bond ETF worth $19.5M as of Q2 2026.
Wiser Wealth Management bought 6,914 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $540K.
Vanguard Short-Term Bond ETF made up 3.73% of Wiser Wealth Management's portfolio in Q2 2026, its #10 holding.
Wiser Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Wiser Wealth Management's Vanguard Short-Term Bond ETF position peaked at $33.2M in Q4 2023.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.