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

Womack 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	$1.16M	Sell	14,865 -2,812	-16%	-$219K	0.77%	31
2026 Q1	$1.39M	Sell	17,677 -1,109	-6%	-$87.3K	1.02%	27
2025 Q4	$1.48M	Buy	18,786 +742	+4%	+$58.5K	1.09%	29
2025 Q3	$1.42M	Buy	18,044 +5,225	+41%	+$411K	1.08%	27
2025 Q2	$1.01M	Buy	12,819 +4,666	+57%	+$365K	0.84%	31
2025 Q1	$638K	Buy	8,153 +1,776	+28%	+$138K	0.58%	36
2024 Q4	$493K	Buy	+6,377	New	+$495K	0.44%	41

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Womack Financial's BSV Position: Q2 2026 in Review

Womack Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, selling an estimated $219K and leaving 14,865 shares worth $1.16M. The position accounts for 0.77% of the portfolio, ranked #31.

Womack Financial first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Womack Financial held 14,865 shares of Vanguard Short-Term Bond ETF worth $1.16M as of Q2 2026.
Womack Financial sold 2,812 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $219K.
Vanguard Short-Term Bond ETF made up 0.77% of Womack Financial's portfolio in Q2 2026, its #31 holding.
Womack Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Womack Financial's Vanguard Short-Term Bond ETF position peaked at $1.48M in Q4 2025.
1,350 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.