World Equity Group
BSV icon

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
Q3 		– Sell
-5,958
Closed -$464K – 275
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

Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

World Equity Group's BSV Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 5,958 shares — an estimated $464K sold.

World Equity Group first reported a position in BSV in Q1 2022 and held it in 17 quarters. The position peaked at $5.08M in Q1 2023. 454 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 5,958 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $464K.
  • World Equity Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 17 quarters.
  • World Equity Group's Vanguard Short-Term Bond ETF position peaked at $5.08M in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.