Wolff Wiese Magana’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wolff Wiese Magana’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	$8.03K	Hold	103	–	–	﹤0.01%	540
2026 Q1	$8.08K	Hold	103	–	–	﹤0.01%	509
2025 Q4	$8.12K	Hold	103	–	–	﹤0.01%	476
2025 Q3	$8.13K	Hold	103	–	–	﹤0.01%	488
2025 Q2	$8.11K	Hold	103	–	–	0.01%	461
2025 Q1	$8.06K	Hold	103	–	–	0.01%	448
2024 Q4	$7.96K	Hold	103	–	–	0.01%	463
2024 Q3	$8.11K	Hold	103	–	–	0.01%	485
2024 Q2	$7.9K	Hold	103	–	–	0.01%	358
2024 Q1	$7.9K	Hold	103	–	–	0.01%	326
2023 Q4	$7.93K	Sell	103 -25	-20%	-$1.89K	0.01%	313
2023 Q3	$9.62K	Hold	128	–	–	0.01%	352
2023 Q2	$9.67K	Sell	128 -127	-50%	-$9.68K	0.01%	361
2023 Q1	$19.5K	Hold	255	–	–	0.02%	271
2022 Q4	$19.2K	Hold	255	–	–	0.02%	261
2022 Q3	$19K	Hold	255	–	–	0.02%	375
2022 Q2	$20K	Hold	255	–	–	0.01%	389
2022 Q1	$20K	Hold	255	–	–	0.01%	418
2021 Q4	$21K	Hold	255	–	–	0.01%	418
2021 Q3	$21K	Buy	+255	New	+$21K	0.01%	408
2021 Q2	–	Sell	-262	Closed	-$22K	–	833
2021 Q1	$22K	Buy	+262	New	+$21.6K	0.02%	380

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

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 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

Wolff Wiese Magana's BSV Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 103 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Wolff Wiese Magana first reported a position in BSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $22K in Q1 2021. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wolff Wiese Magana held 103 shares of Vanguard Short-Term Bond ETF worth $8.03K as of Q2 2026.
Wolff Wiese Magana left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #540 holding.
Wolff Wiese Magana first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 21 quarters since.
Wolff Wiese Magana's Vanguard Short-Term Bond ETF position peaked at $22K in Q1 2021.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.