Atlantic Edge Private Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atlantic Edge Private Wealth Management’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	$1.4K	Hold	18	–	–	﹤0.01%	579
2026 Q1	$1.41K	Sell	18 -25	-58%	-$1.97K	﹤0.01%	555
2025 Q4	$3.39K	Hold	43	–	–	﹤0.01%	481
2025 Q3	$3.39K	Hold	43	–	–	﹤0.01%	475
2025 Q2	$3.38K	Sell	43 -2	-4%	-$156	﹤0.01%	446
2025 Q1	$3.52K	Hold	45	–	–	﹤0.01%	433
2024 Q4	$3.48K	Hold	45	–	–	﹤0.01%	417
2024 Q3	$3.54K	Buy	45 +1	+2%	+$78	﹤0.01%	419
2024 Q2	$3.38K	Buy	44 +2	+5%	+$153	﹤0.01%	403
2024 Q1	$3.22K	Sell	42 -9,865	-100%	-$757K	﹤0.01%	413
2023 Q4	$763K	Buy	+9,907	New	+$750K	0.31%	75

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BSV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 18 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Atlantic Edge Private Wealth Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $763K in Q4 2023. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Atlantic Edge Private Wealth Management held 18 shares of Vanguard Short-Term Bond ETF worth $1.4K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #579 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Short-Term Bond ETF position peaked at $763K in Q4 2023.
639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.