World Equity Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

World Equity Group’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	$464K	Sell	5,958 -999	-14%	-$78K	0.1%	228
2026 Q1	$508K	Buy	6,957 +100	+1%	+$7.87K	0.13%	188
2025 Q4	$540K	Buy	6,857 +212	+3%	+$16.7K	0.15%	156
2025 Q3	$524K	Sell	6,645 -78	-1%	-$6.13K	0.12%	172
2025 Q2	$529K	Sell	6,723 -918	-12%	-$71.8K	0.14%	153
2025 Q1	$598K	Sell	7,641 -6,233	-45%	-$484K	0.17%	127
2024 Q4	$1.07M	Buy	+13,874	New	+$1.08M	0.23%	97
2024 Q3	–	Sell	-2,632	Closed	-$202K	–	270
2024 Q2	$202K	Sell	2,632 -2,624	-50%	-$200K	0.06%	259
2024 Q1	$403K	Sell	5,256 -1,418	-21%	-$109K	0.08%	210
2023 Q4	$516K	Buy	6,674 +650	+11%	+$49.2K	0.1%	188
2023 Q3	$457K	Buy	6,024 +1,576	+35%	+$119K	0.09%	215
2023 Q2	$336K	Sell	4,448 -64,060	-94%	-$4.88M	0.1%	234
2023 Q1	$5.08M	Buy	68,508 +30,926	+82%	+$2.34M	0.76%	22
2022 Q4	$2.83M	Sell	37,582 -103	-0.3%	-$7.73K	0.67%	39
2022 Q3	$2.82M	Sell	37,685 -502	-1%	-$38.4K	0.71%	37
2022 Q2	$2.93M	Buy	38,187 +1,170	+3%	+$90.1K	0.74%	29
2022 Q1	$2.88M	Buy	+37,017	New	+$2.94M	0.62%	33

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

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

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

World Equity Group's BSV Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $78K and leaving 5,958 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #228.

World Equity Group first reported a position in BSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.08M in Q1 2023. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

World Equity Group held 5,958 shares of Vanguard Short-Term Bond ETF worth $464K as of Q2 2026.
World Equity Group sold 999 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $78K.
Vanguard Short-Term Bond ETF made up 0.1% of World Equity Group's portfolio in Q2 2026, its #228 holding.
World Equity Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's Vanguard Short-Term Bond ETF position peaked at $5.08M in Q1 2023.
318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.