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Arkadios Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arkadios Wealth Advisors’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 		$3.6M Buy
45,964
+390
+0.9% +$30.7K 0.06% 335
2025
Q4 		$3.59M Sell
45,574
-15,218
-25% -$1.2M 0.07% 288
2025
Q3 		$4.8M Buy
60,792
+22,636
+59% +$1.78M 0.12% 196
2025
Q2 		$3M Buy
38,156
+15,078
+65% +$1.18M 0.09% 248
2025
Q1 		$1.81M Buy
23,078
+15,675
+212% +$1.22M 0.07% 312
2024
Q4 		$572K Sell
7,403
-1,053
-12% -$81.7K 0.03% 498
2024
Q3 		$665K Sell
8,456
-4,205
-33% -$328K 0.04% 445
2024
Q2 		$971K Sell
12,661
-74,318
-85% -$5.67M 0.07% 287
2024
Q1 		$6.67M Buy
86,979
+59,164
+213% +$4.54M 0.52% 39
2023
Q4 		$2.14M Buy
27,815
+5,959
+27% +$451K 0.18% 124
2023
Q3 		$1.64M Buy
21,856
+1,037
+5% +$78.2K 0.16% 147
2023
Q2 		$1.57M Buy
20,819
+8,836
+74% +$673K 0.18% 132
2023
Q1 		$917K Buy
11,983
+2,046
+21% +$155K 0.11% 197
2022
Q4 		$748K Buy
9,937
+6,099
+159% +$458K 0.1% 211
2022
Q3 		$287K Buy
+3,838
New +$293K 0.04% 388
2021
Q4 		– Sell
-1,732
Closed -$141K – 737
2021
Q3 		$141K Sell
1,732
-135
-7% -$11.1K 0.02% 594
2021
Q2 		$153K Buy
1,867
+74
+4% +$6.09K 0.02% 603
2021
Q1 		$147K Buy
1,793
+1,659
+1,238% +$137K 0.02% 457
2020
Q4 		$11K Buy
+134
New +$11.1K ﹤0.01% 921

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's BSV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.86% in Q1 2026, buying an estimated $30.7K and bringing the position to 45,964 shares worth $3.6M. The position accounts for 0.06% of the portfolio, ranked #335.

Arkadios Wealth Advisors first reported a position in BSV in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.67M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Arkadios Wealth Advisors held 45,964 shares of Vanguard Short-Term Bond ETF worth $3.6M as of Q1 2026.
  • Arkadios Wealth Advisors bought 390 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $30.7K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #335 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $6.67M in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.