Ascent Wealth Partners
BSV icon

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
Q3 		$1.44M Buy
18,848
+1,067
+6% +$82.5K 0.14% 109
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ascent Wealth Partners's BSV Position: Q3 2026 in Review

Ascent Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 6% in Q3 2026, buying an estimated $82.5K and bringing the position to 18,848 shares worth $1.44M. 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 18 quarters since. The position peaked at $1.93M in Q4 2025. 1,091 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Ascent Wealth Partners held 18,848 shares of Vanguard Short-Term Bond ETF worth $1.44M as of Q3 2026.
  • Ascent Wealth Partners bought 1,067 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $82.5K.
  • Vanguard Short-Term Bond ETF made up 0.14% of Ascent Wealth Partners's portfolio in Q3 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 18 quarters since.
  • Ascent Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $1.93M in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.