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 Q2	–	Sell	-2,584	Closed	-$203K	–	59
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 $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

Arcadia Wealth Management (New York)'s BSV Position: Q2 2026 in Review

Arcadia Wealth Management (New York) sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,584 shares — an estimated $203K sold.

Arcadia Wealth Management (New York) first reported a position in BSV in Q1 2025 and held it in 5 quarters. The position peaked at $204K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Arcadia Wealth Management (New York) reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Arcadia Wealth Management (New York) sold 2,584 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $203K.
Arcadia Wealth Management (New York) first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and held it in 5 quarters.
Arcadia Wealth Management (New York)'s Vanguard Short-Term Bond ETF position peaked at $204K in Q3 2025.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.