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Beacon Pointe Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beacon Pointe Advisors’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 		$96.2M Buy
1,227,073
+51,463
+4% +$4.05M 0.51% 42
2025
Q4 		$92.6M Buy
1,175,610
+69,729
+6% +$5.5M 0.65% 29
2025
Q3 		$87.3M Buy
1,105,881
+823,684
+292% +$64.8M 0.74% 25
2025
Q2 		$22.2M Buy
282,197
+11,681
+4% +$913K 0.23% 101
2025
Q1 		$21.2M Buy
270,516
+14,025
+5% +$1.09M 0.24% 97
2024
Q4 		$19.8M Buy
256,491
+607
+0.2% +$47.1K 0.22% 106
2024
Q3 		$20.1M Buy
255,884
+2,211
+0.9% +$172K 0.23% 107
2024
Q2 		$19.5M Sell
253,673
-18,301
-7% -$1.4M 0.23% 100
2024
Q1 		$20.9M Sell
271,974
-4,178
-2% -$320K 0.23% 101
2023
Q4 		$21.3M Sell
276,152
-17,295
-6% -$1.31M 0.25% 94
2023
Q3 		$22.1M Sell
293,447
-27,152
-8% -$2.05M 0.27% 84
2023
Q2 		$24.2M Sell
320,599
-104,249
-25% -$7.95M 0.4% 58
2023
Q1 		$32.5M Buy
424,848
+10,865
+3% +$823K 0.55% 39
2022
Q4 		$31.2M Buy
413,983
+65,176
+19% +$4.89M 0.6% 34
2022
Q3 		$26.1M Buy
348,807
+43,035
+14% +$3.29M 0.58% 34
2022
Q2 		$23.5M Sell
305,772
-112,958
-27% -$8.7M 0.5% 45
2022
Q1 		$32.6M Sell
418,730
-96,468
-19% -$7.66M 0.45% 49
2021
Q4 		$41.6M Buy
515,198
+416,040
+420% +$33.8M 1.09% 15
2021
Q3 		$8.13M Buy
99,158
+11,410
+13% +$938K 0.2% 124
2021
Q2 		$7.21M Sell
87,748
-10,553
-11% -$868K 0.26% 99
2021
Q1 		$8.08M Buy
98,301
+2,315
+2% +$191K 0.5% 50
2020
Q4 		$7.95M Sell
95,986
-17,005
-15% -$1.41M 0.54% 40
2020
Q3 		$9.38M Buy
112,991
+556
+0.5% +$46.2K 0.91% 24
2020
Q2 		$9.34M Buy
112,435
+42,957
+62% +$3.55M 0.94% 25
2020
Q1 		$5.7M Buy
69,478
+43,048
+163% +$3.5M 0.91% 28
2019
Q4 		$2.13M Buy
26,430
+5,452
+26% +$440K 0.66% 39
2019
Q3 		$1.69M Buy
20,978
+1,160
+6% +$93.6K 0.73% 36
2019
Q2 		$1.59M Sell
19,818
-17,457
-47% -$1.39M 0.58% 46
2019
Q1 		$2.97M Sell
37,275
-3,220
-8% -$254K 1.11% 21
2018
Q4 		$3.18M Buy
+40,495
New +$3.16M 1.93% 9

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Advisors's BSV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.4% in Q1 2026, buying an estimated $4.05M and bringing the position to 1,227,073 shares worth $96.2M. The position accounts for 0.51% of the portfolio, ranked #42.

Beacon Pointe Advisors first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Beacon Pointe Advisors held 1,227,073 shares of Vanguard Short-Term Bond ETF worth $96.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 51,463 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.05M.
  • Vanguard Short-Term Bond ETF made up 0.51% of Beacon Pointe Advisors's portfolio in Q1 2026, its #42 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.