WEBSTERROGERS FINANCIAL ADVISORS, LLC BSV holdings history
VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 1841757
As of 2026-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC reported 35.92K BSV (shares), valued at $2.80M, or 0.72% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 8.34%; reported value decreased 8.92%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.72% | 35,916 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 0.88% | 39,182 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 0.90% | 39,479 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 0.94% | 39,679 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 0.86% | 34,478 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 0.94% | 35,219 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 1.05% | 39,181 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.06% | 38,639 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.17% | 42,905 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 1.58% | 58,048 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 7.01% | 218,223 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 4.25% | 128,463 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.25% | 128,463 | $9.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 7.01% | 218,223 | $16.81M | Shares increased 69.87%; reported value increased 74.05%, and weight changed +2.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.58% | 58,048 | $4.45M | Shares decreased 73.40%; reported value decreased 73.52%, and weight changed -5.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.17% | 42,905 | $3.29M | Shares decreased 26.09%; reported value decreased 26.06%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 1.06% | 38,639 | $3.04M | Shares decreased 9.94%; reported value decreased 7.61%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.05% | 39,181 | $3.03M | Shares increased 1.40%; reported value decreased 0.43%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.94% | 35,219 | $2.76M | Shares decreased 10.11%; reported value decreased 8.94%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 0.86% | 34,478 | $2.71M | Shares decreased 2.10%; reported value decreased 1.58%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 0.94% | 39,679 | $3.13M | Shares increased 15.08%; reported value increased 15.39%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 0.90% | 39,479 | $3.11M | Shares decreased 0.50%; reported value decreased 0.63%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 0.88% | 39,182 | $3.07M | Shares decreased 0.75%; reported value decreased 1.26%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 0.72% | 35,916 | $2.80M | Shares decreased 8.34%; reported value decreased 8.92%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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