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

Concord 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	$6.03K	Buy	+77	New	+$6.01K	﹤0.01%	631
2026 Q1	–	Sell	-76	Closed	-$6K	–	271
2025 Q4	$6K	Buy	76 +1	+1%	+$79	﹤0.01%	600
2025 Q3	$5.93K	Buy	75 +1	+1%	+$79	﹤0.01%	595
2025 Q2	$5.85K	Hold	74	–	–	﹤0.01%	609
2025 Q1	$5.77K	Buy	74 +1	+1%	+$78	﹤0.01%	568
2024 Q4	$5.66K	Sell	73 -3	-4%	-$233	﹤0.01%	587
2024 Q3	$5.94K	Buy	76 +1	+1%	+$78	﹤0.01%	610
2024 Q2	$5.74K	Buy	75 +5	+7%	+$381	﹤0.01%	561
2024 Q1	$5.39K	Hold	70	–	–	﹤0.01%	645
2023 Q4	$5.39K	Sell	70 -17	-20%	-$1.29K	﹤0.01%	632
2023 Q3	$6.56K	Buy	87 +18	+26%	+$1.36K	﹤0.01%	681
2023 Q2	$5.2K	Hold	69	–	–	﹤0.01%	699
2023 Q1	$5.31K	Sell	69 -111	-62%	-$8.41K	﹤0.01%	663
2022 Q4	$13.6K	Buy	+180	New	+$13.5K	﹤0.01%	592
2022 Q3	–	Sell	-70	Closed	-$5K	–	284
2022 Q2	$5K	Buy	70 +1	+1%	+$77	﹤0.01%	809
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	899
2021 Q4	$6K	Buy	+69	New	+$5.61K	﹤0.01%	899
2021 Q2	–	Sell	-89	Closed	-$7K	–	1047
2021 Q1	$7K	Buy	+89	New	+$7.35K	﹤0.01%	619

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

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

Concord Wealth Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 77 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BSV as recently as Q4 2025.

Concord Wealth Partners first reported a position in BSV in Q1 2021 and has held it in 18 quarters since. The position peaked at $13.6K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Concord Wealth Partners held 77 shares of Vanguard Short-Term Bond ETF worth $6.03K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #631 holding.
Concord Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 18 quarters since.
Concord Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $13.6K in Q4 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.