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

Beacon Financial Strategies’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	$133K	Hold	1,704	–	–	0.07%	59
2026 Q1	$134K	Sell	1,704 -184	-10%	-$14.5K	0.08%	49
2025 Q4	$149K	Buy	+1,888	New	+$149K	0.08%	47
2022 Q2	–	Sell	-2,568	Closed	-$200K	–	34
2022 Q1	$200K	Sell	2,568 -115	-4%	-$9.13K	0.17%	32
2021 Q4	$217K	Hold	2,683	–	–	0.18%	32
2021 Q3	$220K	Hold	2,683	–	–	0.2%	30
2021 Q2	$220K	Buy	+2,683	New	+$221K	0.19%	31

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

Beacon Financial Strategies's BSV Position: Q2 2026 in Review

Beacon Financial Strategies held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,704 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #59.

Beacon Financial Strategies first reported a position in BSV in Q2 2021 and has held it in 7 quarters since. The position peaked at $220K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Beacon Financial Strategies held 1,704 shares of Vanguard Short-Term Bond ETF worth $133K as of Q2 2026.
Beacon Financial Strategies left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.07% of Beacon Financial Strategies's portfolio in Q2 2026, its #59 holding.
Beacon Financial Strategies first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 7 quarters since.
Beacon Financial Strategies's Vanguard Short-Term Bond ETF position peaked at $220K in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.