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

Woodward Financial Advisors’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 		$556K Buy
7,132
+331
+5% +$25.8K 0.19% 37
2026
Q1 		$533K Buy
6,801
+12
+0.2% +$945 0.21% 36
2025
Q4 		$535K Sell
6,789
-282
-4% -$22.2K 0.2% 34
2025
Q3 		$558K Sell
7,071
-2,167
-23% -$170K 0.21% 34
2025
Q2 		$727K Buy
9,238
+15
+0.2% +$1.17K 0.3% 30
2025
Q1 		$722K Buy
9,223
+9
+0.1% +$699 0.34% 29
2024
Q4 		$712K Buy
9,214
+18
+0.2% +$1.4K 0.35% 30
2024
Q3 		$724K Buy
9,196
+13
+0.1% +$1.01K 0.36% 29
2024
Q2 		$701K Sell
9,183
-79
-0.9% -$6.03K 0.4% 29
2024
Q1 		$707K Sell
9,262
-6,313
-41% -$484K 0.43% 28
2023
Q4 		$1.2M Sell
15,575
-175
-1% -$13.2K 0.79% 23
2023
Q3 		$1.18M Buy
15,750
+10
+0.1% +$754 0.88% 23
2023
Q2 		$1.19M Buy
15,740
+8
+0.1% +$610 0.89% 22
2023
Q1 		$1.2M Buy
15,732
+5
+0% +$379 0.99% 21
2022
Q4 		$1.18M Sell
15,727
-150
-0.9% -$11.3K 1.02% 21
2022
Q3 		$1.19M Buy
15,877
+5
+0% +$382 1.11% 19
2022
Q2 		$1.22M Buy
15,872
+13,080
+468% +$1.01M 1.13% 17
2022
Q1 		$217K Buy
2,792
+188
+7% +$14.9K 0.22% 37
2021
Q4 		$210K Buy
+2,604
New +$212K 0.21% 39

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Woodward Financial Advisors's BSV Position: Q2 2026 in Review

Woodward Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.9% in Q2 2026, buying an estimated $25.8K and bringing the position to 7,132 shares worth $556K. The position accounts for 0.19% of the portfolio, ranked #37.

Woodward Financial Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q2 2022. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Woodward Financial Advisors held 7,132 shares of Vanguard Short-Term Bond ETF worth $556K as of Q2 2026.
  • Woodward Financial Advisors bought 331 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Short-Term Bond ETF made up 0.19% of Woodward Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Woodward Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Woodward Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $1.22M in Q2 2022.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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