Cassaday & Co Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cassaday & Co 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	$27.3K	Buy	+350	New	+$27.3K	﹤0.01%	725

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

Cassaday & Co Wealth Management's BSV Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 350 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cassaday & Co Wealth Management held 350 shares of Vanguard Short-Term Bond ETF worth $27.3K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #725 holding.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.