Arcadia Wealth Management (New York)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arcadia Wealth Management (New York)’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	$203K	Hold	2,584	–	–	0.11%	52
2025 Q4	$204K	Hold	2,584	–	–	0.12%	49
2025 Q3	$204K	Hold	2,584	–	–	0.12%	51
2025 Q2	$203K	Hold	2,584	–	–	0.14%	46
2025 Q1	$202K	Buy	+2,584	New	+$201K	0.16%	46

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

Arcadia Wealth Management (New York)'s BSV Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,584 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #52.

Arcadia Wealth Management (New York) first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Arcadia Wealth Management (New York) held 2,584 shares of Vanguard Short-Term Bond ETF worth $203K as of Q1 2026.
Arcadia Wealth Management (New York) left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #52 holding.
Arcadia Wealth Management (New York) first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
Arcadia Wealth Management (New York)'s Vanguard Short-Term Bond ETF position peaked at $204K in Q3 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.