Apollon Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Apollon Wealth Management’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 Q1	$20.5M	Buy	261,143 +20,877	+9%	+$1.64M	0.33%	57
2025 Q4	$18.9M	Buy	240,266 +19,688	+9%	+$1.55M	0.33%	59
2025 Q3	$17.4M	Buy	220,578 +4,663	+2%	+$367K	0.31%	61
2025 Q2	$17M	Buy	215,915 +3,297	+2%	+$258K	0.34%	55
2025 Q1	$16.6M	Buy	212,618 +2,243	+1%	+$174K	0.37%	55
2024 Q4	$16.3M	Buy	210,375 +196,452	+1,411%	+$15.2M	0.37%	51
2024 Q3	$1.1M	Sell	13,923 -17,461	-56%	-$1.36M	0.03%	459
2024 Q2	$2.41M	Sell	31,384 -42,260	-57%	-$3.22M	0.07%	241
2024 Q1	$5.65M	Sell	73,644 -94,654	-56%	-$7.26M	0.18%	105
2023 Q4	$13M	Buy	168,298 +141,945	+539%	+$10.7M	0.45%	47
2023 Q3	$1.98M	Buy	26,353 +3,389	+15%	+$255K	0.1%	195
2023 Q2	$1.74M	Sell	22,964 -9,008	-28%	-$687K	0.08%	242
2023 Q1	$2.45M	Buy	31,972 +18,067	+130%	+$1.37M	0.15%	143
2022 Q4	$1.05M	Buy	13,905 +2,031	+17%	+$152K	0.07%	284
2022 Q3	$888K	Buy	11,874 +6,104	+106%	+$466K	0.07%	287
2022 Q2	$443K	Buy	5,770 +1,964	+52%	+$151K	0.04%	457
2022 Q1	$296K	Buy	+3,806	New	+$302K	0.02%	594
2021 Q1	–	Sell	-6,017	Closed	-$499K	–	342
2020 Q4	$499K	Buy	+6,017	New	+$499K	0.14%	121
2020 Q3	–	Sell	-555	Closed	-$46K	–	220
2020 Q2	$46K	Buy	+555	New	+$45.9K	0.03%	258

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apollon Wealth Management's BSV Position: Q1 2026 in Review

Apollon Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.7% in Q1 2026, buying an estimated $1.64M and bringing the position to 261,143 shares worth $20.5M. The position accounts for 0.33% of the portfolio, ranked #57.

Apollon Wealth Management first reported a position in BSV in Q2 2020 and has held it in 19 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Apollon Wealth Management held 261,143 shares of Vanguard Short-Term Bond ETF worth $20.5M as of Q1 2026.
Apollon Wealth Management bought 20,877 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.64M.
Vanguard Short-Term Bond ETF made up 0.33% of Apollon Wealth Management's portfolio in Q1 2026, its #57 holding.
Apollon Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 19 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.