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Arax Advisory Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arax Advisory Partners’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 		$18M Buy
230,538
+69,621
+43% +$5.43M 0.12% 185
2026
Q1 		$12.6M Buy
160,917
+7,416
+5% +$584K 0.36% 65
2025
Q4 		$12.1M Buy
+153,501
New +$12.1M 0.35% 66
2025
Q3 		– Sell
-116,296
Closed -$10.2M – 3692
2025
Q2 		$10.2M Sell
116,296
-1,702
-1% -$133K 0.47% 48
2025
Q1 		$9.24M Buy
117,998
+5,487
+5% +$426K 0.59% 41
2024
Q4 		$8.69M Buy
112,511
+6,834
+6% +$530K 0.55% 43
2024
Q3 		$8.32M Buy
105,677
+1,774
+2% +$138K 0.74% 33
2024
Q2 		$7.97M Sell
103,903
-973
-0.9% -$74.2K 0.78% 33
2024
Q1 		$8.04M Sell
104,876
-189
-0.2% -$14.5K 0.85% 30
2023
Q4 		$8.09M Sell
105,065
-2,098
-2% -$159K 0.9% 31
2023
Q3 		$8.06M Sell
107,163
-1,989
-2% -$150K 1% 30
2023
Q2 		$8.25M Sell
109,152
-1,788
-2% -$136K 1.05% 31
2023
Q1 		$8.49M Sell
110,940
-2,673
-2% -$203K 1.12% 29
2022
Q4 		$8.55M Sell
113,613
-3,607
-3% -$271K 1.18% 29
2022
Q3 		$8.77M Buy
117,220
+17,883
+18% +$1.37M 1.38% 19
2022
Q2 		$7.63M Sell
99,337
-1,496
-1% -$115K 1.16% 24
2022
Q1 		$7.86M Buy
100,833
+18
+0% +$1.43K 1.05% 27
2021
Q4 		$8.15M Buy
100,815
+3,318
+3% +$270K 1.03% 21
2021
Q3 		$7.99M Buy
97,497
+1,873
+2% +$154K 1.09% 22
2021
Q2 		$7.86M Buy
+95,624
New +$7.87M 1.07% 22
2020
Q4 		$7.04M Buy
84,988
+18,238
+27% +$1.51M 1.04% 24
2020
Q3 		$5.54M Buy
66,750
+3,908
+6% +$325K 0.93% 25
2020
Q2 		$5.22M Buy
62,842
+12,878
+26% +$1.07M 0.93% 26
2020
Q1 		$4.11M Sell
49,964
-5,144
-9% -$418K 0.95% 24
2019
Q4 		$4.44M Buy
55,108
+3,170
+6% +$256K 1.28% 18
2019
Q3 		$4.2M Sell
51,938
-238
-0.5% -$19.2K 1.27% 18
2019
Q2 		$4.2M Buy
+52,176
New +$4.16M 1.4% 17
2018
Q4 		$3.54M Buy
45,048
+7,610
+20% +$593K 1.41% 17
2018
Q3 		$2.92M Buy
+37,438
New +$2.92M 1.18% 13

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

Arax Advisory Partners's BSV Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 43% in Q2 2026, buying an estimated $5.43M and bringing the position to 230,538 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #185.

Arax Advisory Partners first reported a position in BSV in Q3 2018 and has held it in 29 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Arax Advisory Partners held 230,538 shares of Vanguard Short-Term Bond ETF worth $18M as of Q2 2026.
  • Arax Advisory Partners bought 69,621 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.43M.
  • Vanguard Short-Term Bond ETF made up 0.12% of Arax Advisory Partners's portfolio in Q2 2026, its #185 holding.
  • Arax Advisory Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.