Acorn Financial Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Acorn Financial Advisory Services’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	$772K	Buy	9,906 +2,285	+30%	+$178K	0.1%	100
2026 Q1	$598K	Buy	7,621 +18	+0.2%	+$1.42K	0.08%	111
2025 Q4	$599K	Buy	7,603 +751	+11%	+$59.2K	0.09%	108
2025 Q3	$541K	Buy	6,852 +367	+6%	+$28.9K	0.08%	113
2025 Q2	$510K	Buy	6,485 +501	+8%	+$39.2K	0.08%	116
2025 Q1	$468K	Buy	5,984 +215	+4%	+$16.7K	0.08%	110
2024 Q4	$446K	Buy	5,769 +560	+11%	+$43.5K	0.07%	127
2024 Q3	$410K	Buy	5,209 +664	+15%	+$51.7K	0.07%	128
2024 Q2	$349K	Buy	4,545 +322	+8%	+$24.6K	0.07%	138
2024 Q1	$324K	Sell	4,223 -8,517	-67%	-$653K	0.06%	150
2023 Q4	$978K	Sell	12,740 -893	-7%	-$67.6K	0.17%	91
2023 Q3	$1.02M	Sell	13,633 -1,656	-11%	-$125K	0.18%	85
2023 Q2	$1.16M	Buy	15,289 +832	+6%	+$63.4K	0.21%	70
2023 Q1	$1.11M	Sell	14,457 -1,404	-9%	-$106K	0.22%	66
2022 Q4	$1.19M	Sell	15,861 -7,028	-31%	-$527K	0.25%	55
2022 Q3	$1.71M	Buy	22,889 +7,135	+45%	+$545K	0.41%	31
2022 Q2	$1.21M	Buy	15,754 +468	+3%	+$36.1K	0.29%	50
2022 Q1	$1.19M	Buy	15,286 +2,014	+15%	+$160K	0.24%	67
2021 Q4	$1.07M	Buy	13,272 +2,468	+23%	+$201K	0.22%	73
2021 Q3	$885K	Sell	10,804 -13,487	-56%	-$1.11M	0.27%	84
2021 Q2	$2M	Sell	24,291 -2,069	-8%	-$170K	0.59%	39
2021 Q1	$2.17M	Buy	26,360 +1,010	+4%	+$83.4K	0.79%	23
2020 Q4	$2.1M	Buy	25,350 +4,469	+21%	+$370K	0.82%	23
2020 Q3	$1.73M	Buy	20,881 +11,653	+126%	+$968K	0.91%	19
2020 Q2	$767K	Buy	+9,228	New	+$763K	0.53%	59

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Financial Advisory Services's BSV Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 30% in Q2 2026, buying an estimated $178K and bringing the position to 9,906 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #100.

Acorn Financial Advisory Services first reported a position in BSV in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.17M in Q1 2021. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Acorn Financial Advisory Services held 9,906 shares of Vanguard Short-Term Bond ETF worth $772K as of Q2 2026.
Acorn Financial Advisory Services bought 2,285 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $178K.
Vanguard Short-Term Bond ETF made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #100 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
Acorn Financial Advisory Services's Vanguard Short-Term Bond ETF position peaked at $2.17M in Q1 2021.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.