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

BCS 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	$548K	Buy	7,039 +259	+4%	+$20.2K	0.1%	169
2026 Q1	$532K	Sell	6,780 -7,210	-52%	-$568K	0.11%	151
2025 Q4	$1.1M	Buy	13,990 +7,500	+116%	+$592K	0.11%	152
2025 Q3	$512K	Buy	6,490 +2	+0%	+$157	0.12%	152
2025 Q2	$511K	Sell	6,488 -168	-3%	-$13.1K	0.11%	157
2025 Q1	$521K	Buy	6,656 +311	+5%	+$24.1K	0.13%	144
2024 Q4	$490K	Buy	+6,345	New	+$492K	0.12%	147
2024 Q2	–	Sell	-6,502	Closed	-$499K	–	158
2024 Q1	$499K	Buy	6,502 +131	+2%	+$10K	0.16%	134
2023 Q4	$491K	Buy	6,371 +3,430	+117%	+$260K	0.18%	122
2023 Q3	$221K	Buy	+2,941	New	+$222K	0.09%	183
2023 Q2	–	Sell	-2,939	Closed	-$225K	–	122
2023 Q1	$225K	Hold	2,939	–	–	0.1%	144
2022 Q4	$221K	Buy	2,939 +1	+0%	+$75	0.09%	175
2022 Q3	$220K	Hold	2,938	–	–	0.1%	167
2022 Q2	$226K	Buy	2,938 +1	+0%	+$77	0.1%	160
2022 Q1	$229K	Hold	2,937	–	–	0.09%	171
2021 Q4	$237K	Sell	2,937 -60	-2%	-$4.88K	0.09%	180
2021 Q3	$246K	Sell	2,997 -11,482	-79%	-$944K	0.1%	152
2021 Q2	$1.19M	Buy	14,479 +3	+0%	+$247	0.63%	38
2021 Q1	$1.19M	Buy	14,476 +146	+1%	+$12.1K	0.56%	39
2020 Q4	$1.19M	Buy	14,330 +7,129	+99%	+$591K	0.62%	35
2020 Q3	$598K	Hold	7,201	–	–	0.34%	60
2020 Q2	$599K	Hold	7,201	–	–	0.36%	58
2020 Q1	$592K	Sell	7,201 -135	-2%	-$11K	0.41%	48
2019 Q4	$591K	Buy	+7,336	New	+$592K	0.39%	51

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BCS Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 7,039 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #169.

BCS Wealth Management first reported a position in BSV in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.19M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

BCS Wealth Management held 7,039 shares of Vanguard Short-Term Bond ETF worth $548K as of Q2 2026.
BCS Wealth Management bought 259 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Short-Term Bond ETF made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #169 holding.
BCS Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.19M in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.