BAG
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Bridgewealth Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bridgewealth Advisory Group’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 		$521K Buy
6,689
+102
+2% +$7.96K 0.1% 80
2026
Q1 		$517K Buy
+6,587
New +$519K 0.11% 78

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Bridgewealth Advisory Group's BSV Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q2 2026, buying an estimated $7.96K and bringing the position to 6,689 shares worth $521K. The position accounts for 0.1% of the portfolio, ranked #80.

Bridgewealth Advisory Group first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Bridgewealth Advisory Group held 6,689 shares of Vanguard Short-Term Bond ETF worth $521K as of Q2 2026.
  • Bridgewealth Advisory Group bought 102 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.96K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 518 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.