Arbor Investment Advisors, LLC BSV — Vanguard Short-Term Bond ETF

Ownership history in Arbor Investment Advisors, LLC  ·  33 quarters on record

AI Ownership Summary

Arbor Investment Advisors, LLC reported Vanguard Short-Term Bond ETF (BSV) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 6.42% in 2026 Q1. The latest visible filing shows BSV at 6.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arbor Investment Advisors, LLC's position in Vanguard Short-Term Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSV was reported at 6.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSV stock page Arbor Investment Advisors, LLC fund profile Arbor Investment Advisors, LLC full holdings
How Arbor Investment Advisors, LLC held BSV — position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 628,847 +14,154 +2.3% 6.42% $49.3M 2026-04-28 $77.83
2025 Q4 ADDED — — — 614,693 +7,296 +1.2% 6.37% $48.4M 2026-01-23 $77.49
2025 Q3 ADDED — — — 607,397 +1,558 +0.3% 6.08% $47.9M 2025-10-21 $77.11
2025 Q2 ADDED — — — 605,839 +5,706 +1.0% 6.11% $47.7M 2025-07-30 $75.59
2025 Q1 ADDED — — — 600,133 +26,311 +4.6% 6.38% $47.0M 2025-04-25 $74.94
2024 Q4 ADDED — — — 573,822 +21,038 +3.8% 6.22% $44.3M 2025-02-04 $73.49
2024 Q3 ADDED — — — 552,784 +20,049 +3.8% 5.76% $43.5M 2024-10-24 $72.97
2024 Q2 ADDED — — — 532,735 +43,684 +8.9% 5.98% $40.9M 2024-08-05 $72.80
2024 Q1 ADDED — — — 489,051 +37,586 +8.3% 5.49% $37.5M 2024-04-23 $70.11
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSV

As of 2026 Q1 — sorted by position size

International City Management Association Retirement Corp 3Y 7Y 24.08% Old Peak Finance LLC 23.14% Windward Private Wealth Management Inc. 3Y 22.85% Compass Planning Associates Inc 18.34% RS CRUM INC. 3Y 18.08% Integris Wealth Management, LLC 3Y 15.37% Truepoint, Inc. 3Y 7Y 12.62% Martel Wealth Advisors LLC 12.52% Frankly Finances, LLC 12.16% 3 FACTOR INDEXING, LLC 12.14%

FAQ About Arbor Investment Advisors, LLC and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arbor Investment Advisors, LLC reported owning BSV?

Arbor Investment Advisors, LLC reported BSV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BSV position in Arbor Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BSV was 6.42% in 2026 Q1.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2026 Q1, when Arbor Investment Advisors, LLC reported 628,847 shares, equal to 6.42% of portfolio, with an estimated market value of $49.3M.

What does the chart on this BSV ownership page compare?

The chart compares Arbor Investment Advisors, LLC's quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arbor Investment Advisors, LLC time their BSV position?

Based on 13F filing dates vs. subsequent BSV price moves, Arbor Investment Advisors, LLC correctly timed 20 out of 32 reported position changes (62%). The annualised alpha on BSV relative to SPY over the holding period was -10.8%.

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