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Clark Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clark Wealth Partners’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 		$19.5K Hold
250
– – 0.01% 185
2026
Q1 		$19.6K Hold
250
– – 0.01% 187
2025
Q4 		$19.7K Hold
250
– – 0.01% 182
2025
Q3 		$19.7K Sell
250
-602
-71% -$47.3K 0.01% 182
2025
Q2 		$67.1K Sell
852
-947
-53% -$74K 0.05% 69
2025
Q1 		$141K Buy
+1,799
New +$140K 0.1% 50

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Clark Wealth Partners's BSV Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 250 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #185.

Clark Wealth Partners first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $141K in Q1 2025. 1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Clark Wealth Partners held 250 shares of Vanguard Short-Term Bond ETF worth $19.5K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • Clark Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Clark Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $141K in Q1 2025.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.