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

Bernard 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	$21.6K	Hold	277	–	–	0.01%	188
2026 Q1	$21.7K	Hold	277	–	–	0.01%	182
2025 Q4	$21.8K	Hold	277	–	–	0.01%	182
2025 Q3	$21.9K	Hold	277	–	–	0.01%	178
2025 Q2	$21.8K	Hold	277	–	–	0.01%	175
2025 Q1	$21.7K	Hold	277	–	–	0.01%	176
2024 Q4	$21.4K	Buy	+277	New	+$21.5K	0.01%	172

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

Bernard Wealth Management's BSV Position: Q2 2026 in Review

Bernard Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 277 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #188.

Bernard Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bernard Wealth Management held 277 shares of Vanguard Short-Term Bond ETF worth $21.6K as of Q2 2026.
Bernard Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #188 holding.
Bernard Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Vanguard Short-Term Bond ETF position peaked at $21.9K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.