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 Q2	$102M	Buy	1,303,886 +76,813	+6%	+$5.99M	0.47%	43
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 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 Pointe Advisors's BSV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q2 2026, buying an estimated $5.99M and bringing the position to 1,303,886 shares worth $102M. The position accounts for 0.47% of the portfolio, ranked #43.

Beacon Pointe Advisors first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Beacon Pointe Advisors held 1,303,886 shares of Vanguard Short-Term Bond ETF worth $102M as of Q2 2026.
Beacon Pointe Advisors bought 76,813 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.99M.
Vanguard Short-Term Bond ETF made up 0.47% of Beacon Pointe Advisors's portfolio in Q2 2026, its #43 holding.
Beacon Pointe Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.