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

Edgestream 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	$3.73M	Buy	47,926 +42,553	+792%	+$3.32M	0.11%	348
2026 Q1	$421K	Sell	5,373 -25,032	-82%	-$1.97M	0.01%	758
2025 Q4	$2.4M	Sell	30,405 -18,301	-38%	-$1.44M	0.07%	484
2025 Q3	$3.84M	Buy	48,706 +21,206	+77%	+$1.67M	0.11%	347
2025 Q2	$2.16M	Buy	+27,500	New	+$2.15M	0.06%	517
2025 Q1	–	Sell	-3,079	Closed	-$238K	–	854
2024 Q4	$238K	Sell	3,079 -8,892	-74%	-$690K	0.01%	794
2024 Q3	$942K	Buy	11,971 +265	+2%	+$20.6K	0.04%	583
2024 Q2	$898K	Buy	+11,706	New	+$893K	0.04%	549

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

Edgestream Partners's BSV Position: Q2 2026 in Review

Edgestream Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 792% in Q2 2026, buying an estimated $3.32M and bringing the position to 47,926 shares worth $3.73M. The position accounts for 0.11% of the portfolio, ranked #348.

Edgestream Partners first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Edgestream Partners held 47,926 shares of Vanguard Short-Term Bond ETF worth $3.73M as of Q2 2026.
Edgestream Partners bought 42,553 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.32M.
Vanguard Short-Term Bond ETF made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #348 holding.
Edgestream Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
Edgestream Partners's Vanguard Short-Term Bond ETF position peaked at $3.84M in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.