Acorn Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Acorn Wealth Advisors’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	$930K	Buy	11,939 +310	+3%	+$24.2K	0.23%	94
2026 Q1	$912K	Buy	11,629 +368	+3%	+$29K	0.27%	81
2025 Q4	$887K	Buy	11,261 +416	+4%	+$32.8K	0.26%	82
2025 Q3	$856K	Sell	10,845 -6,855	-39%	-$539K	0.27%	86
2025 Q2	$1.39M	Buy	17,700 +8,695	+97%	+$680K	0.52%	46
2025 Q1	$705K	Buy	9,005 +237	+3%	+$18.4K	0.29%	79
2024 Q4	$677K	Buy	8,768 +4,633	+112%	+$360K	0.28%	79
2024 Q3	$325K	Buy	+4,135	New	+$322K	0.14%	153
2023 Q3	–	Sell	-3,486	Closed	-$263K	–	183
2023 Q2	$263K	Buy	3,486 +19	+0.5%	+$1.45K	0.18%	136
2023 Q1	$265K	Buy	3,467 +11	+0.3%	+$834	0.2%	132
2022 Q4	$260K	Buy	3,456 +40	+1%	+$3K	0.2%	122
2022 Q3	$256K	Hold	3,416	–	–	0.21%	117
2022 Q2	$262K	Sell	3,416 -946	-22%	-$72.9K	0.21%	125
2022 Q1	$340K	Sell	4,362 -13	-0.3%	-$1.03K	0.23%	111
2021 Q4	$354K	Buy	4,375 +159	+4%	+$12.9K	0.22%	110
2021 Q3	$345K	Sell	4,216 -3	-0.1%	-$247	0.24%	105
2021 Q2	$347K	Buy	4,219 +1,607	+62%	+$132K	0.24%	104
2021 Q1	$215K	Sell	2,612 -6	-0.2%	-$495	0.15%	149
2020 Q4	$217K	Sell	2,618 -3	-0.1%	-$249	0.17%	135
2020 Q3	$218K	Sell	2,621 -28	-1%	-$2.33K	0.19%	115
2020 Q2	$220K	Buy	2,649 +12	+0.5%	+$992	0.2%	104
2020 Q1	$216K	Sell	2,637 -650	-20%	-$52.8K	0.24%	92
2019 Q4	$265K	Sell	3,287 -109	-3%	-$8.8K	0.22%	96
2019 Q3	$274K	Sell	3,396 -113	-3%	-$9.11K	0.24%	93
2019 Q2	$283K	Buy	3,509 +100	+3%	+$7.97K	0.26%	81
2019 Q1	$270K	Sell	3,409 -1	-0%	-$79	0.24%	90
2018 Q4	$268K	Buy	3,410 +14	+0.4%	+$1.09K	0.27%	78
2018 Q3	$264K	Sell	3,396 -172	-5%	-$13.4K	0.26%	89
2018 Q2	$279K	Sell	3,568 -348	-9%	-$27.2K	0.24%	87
2018 Q1	$306K	Sell	3,916 -2,542	-39%	-$200K	0.26%	68
2017 Q4	$510K	Buy	+6,458	New	+$513K	0.47%	40

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 22.96% 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 Wealth Advisors's BSV Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, buying an estimated $24.2K and bringing the position to 11,939 shares worth $930K. The position accounts for 0.23% of the portfolio, ranked #94.

Acorn Wealth Advisors first reported a position in BSV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.39M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Acorn Wealth Advisors held 11,939 shares of Vanguard Short-Term Bond ETF worth $930K as of Q2 2026.
Acorn Wealth Advisors bought 310 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Short-Term Bond ETF made up 0.23% of Acorn Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Acorn Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 31 quarters since.
Acorn Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q2 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.