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

Dynasty 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 Q1	–	Sell	-7,140	Closed	-$563K	–	338
2025 Q4	$563K	Sell	7,140 -4,879	-41%	-$385K	0.01%	229
2025 Q3	$948K	Sell	12,019 -61,869	-84%	-$4.86M	0.01%	169
2025 Q2	$5.81M	Sell	73,888 -175,273	-70%	-$13.7M	0.1%	54
2025 Q1	$19.5M	Buy	249,161 +166,080	+200%	+$12.9M	0.33%	42
2024 Q4	$6.42M	Buy	83,081 +689	+0.8%	+$53.5K	0.11%	54
2024 Q3	$6.48M	Buy	82,392 +105	+0.1%	+$8.18K	0.2%	38
2024 Q2	$6.31M	Buy	82,287 +657	+0.8%	+$50.1K	0.19%	44
2024 Q1	$6.26M	Buy	+81,630	New	+$6.26M	0.2%	38

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's BSV Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 7,140 shares — an estimated $563K sold.

Dynasty Wealth Management first reported a position in BSV in Q1 2024 and held it in 8 quarters. The position peaked at $19.5M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Dynasty Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 7,140 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $563K.
Dynasty Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and held it in 8 quarters.
Dynasty Wealth Management's Vanguard Short-Term Bond ETF position peaked at $19.5M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.