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 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 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

Ascent Wealth Partners's BSV Position: Q1 2026 in Review

Ascent Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 29% in Q1 2026, selling an estimated $557K and leaving 17,456 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #109.

Ascent Wealth Partners first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Ascent Wealth Partners held 17,456 shares of Vanguard Short-Term Bond ETF worth $1.37M as of Q1 2026.
Ascent Wealth Partners sold 7,077 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $557K.
Vanguard Short-Term Bond ETF made up 0.16% of Ascent Wealth Partners's portfolio in Q1 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 16 quarters since.
Ascent Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $1.93M in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.