AWP
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Ascent Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ascent Wealth 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 		$1.39M Buy
17,781
+325
+2% +$25.4K 0.14% 109
2026
Q1 		$1.37M Sell
17,456
-7,077
-29% -$557K 0.16% 109
2025
Q4 		$1.93M Buy
24,533
+327
+1% +$25.8K 0.22% 89
2025
Q3 		$1.91M Buy
24,206
+624
+3% +$49.1K 0.22% 90
2025
Q2 		$1.86M Buy
23,582
+64
+0.3% +$5K 0.23% 87
2025
Q1 		$1.84M Buy
23,518
+45
+0.2% +$3.49K 0.25% 87
2024
Q4 		$1.81M Buy
23,473
+1,811
+8% +$141K 0.24% 76
2024
Q3 		$1.7M Sell
21,662
-721
-3% -$56.2K 0.24% 87
2024
Q2 		$1.72M Buy
22,383
+1,966
+10% +$150K 0.25% 84
2024
Q1 		$1.57M Sell
20,417
-249
-1% -$19.1K 0.23% 84
2023
Q4 		$1.59M Buy
20,666
+55
+0.3% +$4.16K 0.26% 76
2023
Q3 		$1.55M Sell
20,611
-462
-2% -$34.8K 0.29% 70
2023
Q2 		$1.59M Sell
21,073
-133
-0.6% -$10.1K 0.28% 72
2023
Q1 		$1.62M Buy
21,206
+100
+0.5% +$7.58K 0.33% 69
2022
Q4 		$1.59M Sell
21,106
-440
-2% -$33K 0.34% 67
2022
Q3 		$1.61M Buy
21,546
+12,691
+143% +$970K 0.38% 62
2022
Q2 		$680K Buy
+8,855
New +$682K 0.15% 103

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

Ascent Wealth Partners's BSV Position: Q2 2026 in Review

Ascent Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, buying an estimated $25.4K and bringing the position to 17,781 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #109.

Ascent Wealth Partners first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Ascent Wealth Partners held 17,781 shares of Vanguard Short-Term Bond ETF worth $1.39M as of Q2 2026.
  • Ascent Wealth Partners bought 325 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $25.4K.
  • Vanguard Short-Term Bond ETF made up 0.14% of Ascent Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Ascent Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Ascent Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $1.93M in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.