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

WoodTrust 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	$412K	Buy	5,284 +190	+4%	+$14.8K	0.05%	126
2026 Q1	$399K	Sell	5,094 -8,801	-63%	-$693K	0.05%	123
2025 Q4	$1.09M	Buy	13,895 +3,799	+38%	+$300K	0.13%	88
2025 Q3	$797K	Buy	+10,096	New	+$794K	0.09%	104
2025 Q2	–	Sell	-8,155	Closed	-$638K	–	151
2025 Q1	$638K	Buy	8,155 +1,929	+31%	+$150K	0.09%	103
2024 Q4	$481K	Buy	6,226 +2,871	+86%	+$223K	0.07%	119
2024 Q3	$264K	Buy	+3,355	New	+$261K	0.04%	157
2021 Q4	–	Sell	-24,102	Closed	-$1.98M	–	143
2021 Q3	$1.98M	Buy	+24,102	New	+$1.98M	0.46%	45

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

WoodTrust Financial's BSV Position: Q2 2026 in Review

WoodTrust Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,284 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #126.

WoodTrust Financial first reported a position in BSV in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.98M in Q3 2021. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

WoodTrust Financial held 5,284 shares of Vanguard Short-Term Bond ETF worth $412K as of Q2 2026.
WoodTrust Financial bought 190 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Short-Term Bond ETF made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #126 holding.
WoodTrust Financial first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 8 quarters since.
WoodTrust Financial's Vanguard Short-Term Bond ETF position peaked at $1.98M in Q3 2021.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.