Stone Summit Wealth LLC BSV holdings history
VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 1908192
As of 2026-06-30, Stone Summit Wealth LLC reported 163.80K BSV (shares), valued at $12.76M, or 3.24% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 1.59%; reported value decreased 2.21%, and weight changed -0.39 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 | 3.24% | 163,804 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 3.63% | 166,443 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 3.26% | 152,511 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 2.90% | 129,620 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 2.09% | 85,755 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.19% | 82,691 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 2.16% | 83,417 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 1.95% | 76,731 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 1.83% | 66,433 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.66% | 62,207 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 1.48% | 49,943 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 1.61% | 50,095 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.61% | 50,095 | $3.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 1.48% | 49,943 | $3.85M | Shares decreased 0.30%; reported value increased 2.15%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 1.66% | 62,207 | $4.77M | Shares increased 24.56%; reported value increased 23.99%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 1.83% | 66,433 | $5.10M | Shares increased 6.79%; reported value increased 6.84%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 1.95% | 76,731 | $6.04M | Shares increased 15.50%; reported value increased 18.50%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 2.16% | 83,417 | $6.45M | Shares increased 8.71%; reported value increased 6.75%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.19% | 82,691 | $6.47M | Shares decreased 0.87%; reported value increased 0.43%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 2.09% | 85,755 | $6.75M | Shares increased 3.71%; reported value increased 4.26%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 2.90% | 129,620 | $10.23M | Shares increased 51.15%; reported value increased 51.55%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.26% | 152,511 | $12.02M | Shares increased 17.66%; reported value increased 17.51%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 3.63% | 166,443 | $13.05M | Shares increased 9.14%; reported value increased 8.58%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 3.24% | 163,804 | $12.76M | Shares decreased 1.59%; reported value decreased 2.21%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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