Bridgelight Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bridgelight Financial 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	$404K	Sell	5,190 -475	-8%	-$37.1K	0.28%	33
2026 Q1	$444K	Sell	5,665 -236	-4%	-$18.6K	0.38%	26
2025 Q4	$465K	Buy	+5,901	New	+$466K	0.4%	24

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

Bridgelight Financial Advisors's BSV Position: Q2 2026 in Review

Bridgelight Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.4% in Q2 2026, selling an estimated $37.1K and leaving 5,190 shares worth $404K. The position accounts for 0.28% of the portfolio, ranked #33.

Bridgelight Financial Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bridgelight Financial Advisors held 5,190 shares of Vanguard Short-Term Bond ETF worth $404K as of Q2 2026.
Bridgelight Financial Advisors sold 475 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $37.1K.
Vanguard Short-Term Bond ETF made up 0.28% of Bridgelight Financial Advisors's portfolio in Q2 2026, its #33 holding.
Bridgelight Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Bridgelight Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $465K in Q4 2025.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bridgelight Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.