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

Daymark 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	$21.7M	Buy	278,085 +271,713	+4,264%	+$21.2M	0.53%	44
2026 Q1	$500K	Sell	6,372 -10	-0.2%	-$787	0.02%	422
2025 Q4	$503K	Sell	6,382 -986	-13%	-$77.8K	0.02%	392
2025 Q3	$581K	Buy	7,368 +10	+0.1%	+$786	0.02%	353
2025 Q2	$579K	Buy	7,358 +889	+14%	+$69.5K	0.02%	328
2025 Q1	$506K	Buy	6,469 +7	+0.1%	+$543	0.02%	329
2024 Q4	$499K	Buy	+6,462	New	+$502K	0.02%	320
2024 Q3	–	Sell	-3,381	Closed	-$259K	–	515
2024 Q2	$259K	Sell	3,381 -1,167	-26%	-$89K	0.01%	425
2024 Q1	$349K	Buy	4,548 +341	+8%	+$26.2K	0.02%	317
2023 Q4	$324K	Buy	4,207 +130	+3%	+$9.84K	0.02%	310
2023 Q3	$306K	Sell	4,077 -242	-6%	-$18.2K	0.02%	301
2023 Q2	$326K	Buy	+4,319	New	+$329K	0.02%	286

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

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

Daymark Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 4,264% in Q2 2026, buying an estimated $21.2M and bringing the position to 278,085 shares worth $21.7M. The position accounts for 0.53% of the portfolio, ranked #44.

Daymark Wealth Partners first reported a position in BSV in Q2 2023 and has held it in 12 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Daymark Wealth Partners held 278,085 shares of Vanguard Short-Term Bond ETF worth $21.7M as of Q2 2026.
Daymark Wealth Partners bought 271,713 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $21.2M.
Vanguard Short-Term Bond ETF made up 0.53% of Daymark Wealth Partners's portfolio in Q2 2026, its #44 holding.
Daymark Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.