AWM
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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
Q2 		$21.9M Buy
280,554
+19,411
+7% +$1.51M 0.27% 74
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Apollon Wealth Management's BSV Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.4% in Q2 2026, buying an estimated $1.51M and bringing the position to 280,554 shares worth $21.9M. The position accounts for 0.27% of the portfolio, ranked #74.

Apollon Wealth Management first reported a position in BSV in Q2 2020 and has held it in 20 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Apollon Wealth Management held 280,554 shares of Vanguard Short-Term Bond ETF worth $21.9M as of Q2 2026.
  • Apollon Wealth Management bought 19,411 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.51M.
  • Vanguard Short-Term Bond ETF made up 0.27% of Apollon Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Apollon Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.