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Bogart Wealth LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bogart Wealth LLC’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 		$20.1K Hold
256
– – ﹤0.01% 729
2025
Q4 		$20.2K Sell
256
-19
-7% -$1.5K ﹤0.01% 685
2025
Q3 		$21.7K Sell
275
-212
-44% -$16.7K ﹤0.01% 641
2025
Q2 		$38.3K Buy
487
+231
+90% +$18.1K ﹤0.01% 497
2025
Q1 		$20K Hold
256
– – ﹤0.01% 583
2024
Q4 		$19.8K Hold
256
– – ﹤0.01% 589
2024
Q3 		$20.1K Sell
256
-678
-73% -$52.8K ﹤0.01% 552
2024
Q2 		$71.6K Buy
934
+79
+9% +$6.03K ﹤0.01% 335
2024
Q1 		$65.6K Sell
855
-1,295
-60% -$99.3K ﹤0.01% 339
2023
Q4 		$166K Sell
2,150
-403,896
-99% -$30.6M 0.01% 211
2023
Q3 		$30.5M Sell
406,046
-62,973
-13% -$4.75M 1.89% 14
2023
Q2 		$35.4M Buy
469,019
+13,676
+3% +$1.04M 2.25% 11
2023
Q1 		$34.8M Buy
455,343
+19,243
+4% +$1.46M 2.33% 11
2022
Q4 		$32.8M Buy
436,100
+208,387
+92% +$15.6M 2.29% 12
2022
Q3 		$17M Buy
227,713
+41,017
+22% +$3.13M 1.42% 15
2022
Q2 		$14.3M Buy
+186,696
New +$14.4M 1.26% 17
2021
Q3 		– Sell
-132
Closed -$11K – 723
2021
Q2 		$11K Buy
132
+8
+6% +$658 ﹤0.01% 430
2021
Q1 		$10K Buy
+124
New +$10.2K ﹤0.01% 418
2019
Q2 		– Sell
-437
Closed -$34.8K – 337
2019
Q1 		$34K Hold
437
– – 0.02% 161
2018
Q4 		$34K Sell
437
-46
-10% -$3.59K 0.02% 163
2018
Q3 		$38K Sell
483
-94
-16% -$7.34K 0.02% 153
2018
Q2 		$45K Hold
577
– – 0.03% 153
2018
Q1 		$45K Hold
577
– – 0.03% 150
2017
Q4 		$46K Hold
577
– – 0.03% 148
2017
Q3 		$46K Buy
+577
New +$46.1K 0.03% 141

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

Bogart Wealth LLC's BSV Position: Q1 2026 in Review

Bogart Wealth LLC held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 256 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Bogart Wealth LLC first reported a position in BSV in Q3 2017 and has held it in 25 quarters since. The position peaked at $35.4M in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Bogart Wealth LLC held 256 shares of Vanguard Short-Term Bond ETF worth $20.1K as of Q1 2026.
  • Bogart Wealth LLC left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #729 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • Bogart Wealth LLC's Vanguard Short-Term Bond ETF position peaked at $35.4M in Q2 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.