Beacon Financial Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beacon Financial Advisory’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	$542K	Buy	6,913 +2,388	+53%	+$188K	0.12%	210
2025 Q4	$357K	Sell	4,525 -140	-3%	-$11K	0.08%	265
2025 Q3	$368K	Buy	4,665 +345	+8%	+$27.1K	0.09%	252
2025 Q2	$340K	Sell	4,320 -585	-12%	-$45.7K	0.09%	257
2025 Q1	$384K	Sell	4,905 -1,075	-18%	-$83.4K	0.12%	200
2024 Q4	$462K	Sell	5,980 -471	-7%	-$36.6K	0.15%	174
2024 Q3	$508K	Sell	6,451 -823	-11%	-$64.1K	0.17%	155
2024 Q2	$597K	Buy	7,274 +1,066	+17%	+$81.3K	0.22%	129
2024 Q1	$515K	Sell	6,208 -717	-10%	-$55K	0.25%	119
2023 Q4	$572K	Sell	6,925 -3,000	-30%	-$227K	0.28%	109
2023 Q3	$785K	Sell	9,925 -90	-0.9%	-$6.79K	0.43%	71
2023 Q2	$796K	Buy	10,015 +635	+7%	+$48.4K	0.46%	67
2023 Q1	$756K	Sell	9,380 -1,703	-15%	-$129K	0.48%	62
2022 Q4	$873K	Sell	11,083 -966	-8%	-$72.5K	0.63%	47
2022 Q3	$941K	Sell	12,049 -941	-7%	-$71.9K	0.67%	44
2022 Q2	$998K	Sell	12,990 -2,227	-15%	-$172K	0.57%	50
2022 Q1	$1.19M	Buy	15,217 +268	+2%	+$21.3K	0.57%	50
2021 Q4	$1.21M	Sell	14,949 -688	-4%	-$56K	0.56%	50
2021 Q3	$1.28M	Sell	15,637 -408	-3%	-$33.5K	0.67%	41
2021 Q2	$1.32M	Buy	16,045 +23	+0.1%	+$1.89K	0.71%	35
2021 Q1	$1.32M	Buy	16,022 +12,183	+317%	+$1.01M	0.75%	31
2020 Q4	$318K	Buy	3,839 +556	+17%	+$46.1K	0.21%	140
2020 Q3	$272K	Buy	3,283 +2	+0.1%	+$166	0.24%	136
2020 Q2	$272K	Hold	3,281	–	–	0.3%	112
2020 Q1	$269K	Sell	3,281 -3,199	-49%	-$260K	0.34%	101
2019 Q4	$522K	Buy	+6,480	New	+$523K	0.45%	68

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

Beacon Financial Advisory's BSV Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 53% in Q1 2026, buying an estimated $188K and bringing the position to 6,913 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #210.

Beacon Financial Advisory first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.32M in Q2 2021. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Beacon Financial Advisory held 6,913 shares of Vanguard Short-Term Bond ETF worth $542K as of Q1 2026.
Beacon Financial Advisory bought 2,388 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $188K.
Vanguard Short-Term Bond ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #210 holding.
Beacon Financial Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's Vanguard Short-Term Bond ETF position peaked at $1.32M in Q2 2021.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.