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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$825K Buy
10,583
+1,514
+17% +$118K 0.25% 73
2026
Q1
$711K Buy
9,069
+289
+3% +$22.8K 0.22% 84
2025
Q4
$692K Buy
8,780
+1,247
+17% +$98.4K 0.24% 74
2025
Q3
$594K Buy
7,533
+1,575
+26% +$124K 0.21% 80
2025
Q2
$469K Buy
+5,958
New +$466K 0.18% 88

Other funds holding BSV

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

BCS Private Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $118K and bringing the position to 10,583 shares worth $825K. The position accounts for 0.25% of the portfolio, ranked #73.

BCS Private Wealth Management first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • BCS Private Wealth Management held 10,583 shares of Vanguard Short-Term Bond ETF worth $825K as of Q2 2026.
  • BCS Private Wealth Management bought 1,514 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Short-Term Bond ETF made up 0.25% of BCS Private Wealth Management's portfolio in Q2 2026, its #73 holding.
  • BCS Private Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.