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

Aprio 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	$1.01M	Sell	12,961 -2,951	-19%	-$230K	0.05%	232
2026 Q1	$1.25M	Buy	15,912 +10,741	+208%	+$846K	0.07%	167
2025 Q4	$407K	Buy	5,171 +878	+20%	+$69.3K	0.02%	359
2025 Q3	$339K	Buy	4,293 +609	+17%	+$47.9K	0.03%	302
2025 Q2	$290K	Buy	3,684 +14	+0.4%	+$1.09K	0.03%	298
2025 Q1	$287K	Buy	3,670 +565	+18%	+$43.9K	0.04%	275
2024 Q4	$240K	Buy	3,105 +138	+5%	+$10.7K	0.04%	260
2024 Q3	$233K	Hold	2,967	–	–	0.04%	240
2024 Q2	$228K	Hold	2,967	–	–	0.04%	222
2024 Q1	$227K	Sell	2,967 -3,750	-56%	-$288K	0.04%	197
2023 Q4	$517K	Buy	6,717 +2,487	+59%	+$188K	0.12%	94
2023 Q3	$318K	Sell	4,230 -252	-6%	-$19K	0.09%	113
2023 Q2	$339K	Sell	4,482 -2,552	-36%	-$194K	0.09%	97
2023 Q1	$538K	Sell	7,034 -146,558	-95%	-$11.1M	0.17%	62
2022 Q4	$11.6M	Sell	153,592 -54,238	-26%	-$4.07M	4.07%	8
2022 Q3	$15.6M	Sell	207,830 -48,266	-19%	-$3.69M	6.25%	3
2022 Q2	$19.7M	Buy	256,096 +5,811	+2%	+$448K	7.83%	2
2022 Q1	$19.5M	Buy	+250,285	New	+$19.9M	7.43%	3

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

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

Aprio Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q2 2026, selling an estimated $230K and leaving 12,961 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #232.

Aprio Wealth Management first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.7M in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Aprio Wealth Management held 12,961 shares of Vanguard Short-Term Bond ETF worth $1.01M as of Q2 2026.
Aprio Wealth Management sold 2,951 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $230K.
Vanguard Short-Term Bond ETF made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #232 holding.
Aprio Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Aprio Wealth Management's Vanguard Short-Term Bond ETF position peaked at $19.7M in Q2 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.