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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$631K Buy
8,146
+1,466
+22% +$114K 0.01% 798
2026
Q1
$522K Buy
6,680
+1,114
+20% +$87.7K 0.01% 799
2025
Q4
$439K Buy
+5,566
New +$439K 0.02% 471

Other funds holding BSV

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

Diversify Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, buying an estimated $114K and bringing the position to 8,146 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #798.

Diversify Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Diversify Wealth Management held 8,146 shares of Vanguard Short-Term Bond ETF worth $631K as of Q2 2026.
  • Diversify Wealth Management bought 1,466 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #798 holding.
  • Diversify Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.