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Dakota Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dakota 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 		$1.13M Sell
14,454
-1,591
-10% -$124K 0.02% 409
2026
Q1 		$1.26M Sell
16,045
-2,567
-14% -$202K 0.03% 363
2025
Q4 		$1.47M Buy
+18,612
New +$1.47M 0.03% 332
2025
Q3 		– Sell
-2,877
Closed -$226K – 668
2025
Q2 		$226K Sell
2,877
-2,312
-45% -$181K ﹤0.01% 696
2025
Q1 		$406K Sell
5,189
-861
-14% -$66.8K 0.01% 555
2024
Q4 		$468K Sell
6,050
-502
-8% -$39K 0.01% 520
2024
Q3 		$516K Buy
6,552
+375
+6% +$29.2K 0.01% 499
2024
Q2 		$474K Hold
6,177
– – 0.01% 517
2024
Q1 		$474K Sell
6,177
-16,831
-73% -$1.29M 0.01% 511
2023
Q4 		$1.77M Buy
23,008
+18,733
+438% +$1.42M 0.07% 232
2023
Q3 		$321K Buy
4,275
+643
+18% +$48.5K 0.01% 476
2023
Q2 		$274K Hold
3,632
– – 0.01% 502
2023
Q1 		$278K Sell
3,632
-57
-2% -$4.32K 0.02% 481
2022
Q4 		$278K Sell
3,689
-2,514
-41% -$189K 0.02% 453
2022
Q3 		$464K Sell
6,203
-1,829
-23% -$140K 0.04% 348
2022
Q2 		$617K Buy
8,032
+777
+11% +$59.9K 0.06% 250
2022
Q1 		$565K Buy
7,255
+100
+1% +$7.94K 0.05% 269
2021
Q4 		$578K Buy
7,155
+2,050
+40% +$167K 0.06% 218
2021
Q3 		$418K Sell
5,105
-2,721
-35% -$224K 0.05% 254
2021
Q2 		$643K Buy
7,826
+825
+12% +$67.9K 0.08% 193
2021
Q1 		$575K Buy
7,001
+613
+10% +$50.6K 0.08% 196
2020
Q4 		$529K Sell
6,388
-148
-2% -$12.3K 0.07% 205
2020
Q3 		$543K Sell
6,536
-116
-2% -$9.64K 0.09% 168
2020
Q2 		$553K Buy
6,652
+2,324
+54% +$192K 0.09% 160
2020
Q1 		$356K Sell
4,328
-2,546
-37% -$207K 0.08% 181
2019
Q4 		$555K Sell
6,874
-205
-3% -$16.5K 0.09% 180
2019
Q3 		$572K Buy
7,079
+2,053
+41% +$166K 0.1% 173
2019
Q2 		$405K Buy
5,026
+1,946
+63% +$155K 0.08% 194
2019
Q1 		$245K Buy
+3,080
New +$243K 0.05% 261

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dakota Wealth Management's BSV Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.9% in Q2 2026, selling an estimated $124K and leaving 14,454 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #409.

Dakota Wealth Management first reported a position in BSV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.77M in Q4 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Dakota Wealth Management held 14,454 shares of Vanguard Short-Term Bond ETF worth $1.13M as of Q2 2026.
  • Dakota Wealth Management sold 1,591 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Dakota Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Dakota Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.77M in Q4 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.