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

Beaird Harris 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 		$4.05M Sell
51,956
-715
-1% -$55.8K 0.25% 44
2026
Q1 		$4.13M Sell
52,671
-12,010
-19% -$946K 0.28% 41
2025
Q4 		$5.1M Buy
64,681
+183
+0.3% +$14.4K 0.35% 36
2025
Q3 		$5.09M Buy
64,498
+6,251
+11% +$492K 0.36% 37
2025
Q2 		$4.58M Sell
58,247
-793
-1% -$62K 0.35% 37
2025
Q1 		$4.62M Buy
59,040
+519
+0.9% +$40.3K 0.39% 34
2024
Q4 		$4.52M Buy
58,521
+6,838
+13% +$531K 0.39% 35
2024
Q3 		$4.07M Buy
51,683
+1,339
+3% +$104K 0.36% 36
2024
Q2 		$3.86M Sell
50,344
-12,391
-20% -$945K 0.36% 35
2024
Q1 		$4.81M Buy
62,735
+12,772
+26% +$980K 0.47% 31
2023
Q4 		$3.85M Buy
49,963
+9,796
+24% +$742K 0.4% 34
2023
Q3 		$3.02M Sell
40,167
-106
-0.3% -$7.99K 0.36% 34
2023
Q2 		$3.04M Sell
40,273
-1,599
-4% -$122K 0.36% 32
2023
Q1 		$3.2M Buy
41,872
+4,125
+11% +$313K 0.57% 27
2022
Q4 		$2.84M Buy
37,747
+4,896
+15% +$367K 0.53% 28
2022
Q3 		$2.46M Sell
32,851
-10,162
-24% -$776K 0.54% 28
2022
Q2 		$3.3M Buy
43,013
+8,254
+24% +$636K 0.91% 16
2022
Q1 		$2.71M Sell
34,759
-3,223
-8% -$256K 0.98% 18
2021
Q4 		$3.07M Buy
+37,982
New +$3.09M 1.12% 11

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beaird Harris Wealth Management's BSV Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, selling an estimated $55.8K and leaving 51,956 shares worth $4.05M. The position accounts for 0.25% of the portfolio, ranked #44.

Beaird Harris Wealth Management first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.1M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Beaird Harris Wealth Management held 51,956 shares of Vanguard Short-Term Bond ETF worth $4.05M as of Q2 2026.
  • Beaird Harris Wealth Management sold 715 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $55.8K.
  • Vanguard Short-Term Bond ETF made up 0.25% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Short-Term Bond ETF position peaked at $5.1M in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.