Aegis Wealth Management (Maryland)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.37M	Buy	17,539 +304	+2%	+$23.7K	0.64%	40
2026 Q1	$1.35M	Buy	17,235 +702	+4%	+$55.3K	0.77%	37
2025 Q4	$1.3M	Buy	16,533 +5,949	+56%	+$469K	0.74%	36
2025 Q3	$835K	Buy	10,584 +403	+4%	+$31.7K	0.45%	44
2025 Q2	$797K	Hold	10,181	–	–	0.48%	44
2025 Q1	$797K	Buy	10,181 +1,438	+16%	+$112K	0.47%	46
2024 Q4	$676K	Buy	+8,743	New	+$679K	0.46%	41

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

Aegis Wealth Management (Maryland)'s BSV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 17,539 shares worth $1.37M. The position accounts for 0.64% of the portfolio, ranked #40.

Aegis Wealth Management (Maryland) first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Aegis Wealth Management (Maryland) held 17,539 shares of Vanguard Short-Term Bond ETF worth $1.37M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 304 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $23.7K.
Vanguard Short-Term Bond ETF made up 0.64% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #40 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.