Element Pointe Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Element Pointe Advisors’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	$346K	Hold	4,441	–	–	0.06%	71
2026 Q1	$348K	Hold	4,441	–	–	0.07%	66
2025 Q4	$350K	Hold	4,441	–	–	0.07%	66
2025 Q3	$350K	Hold	4,441	–	–	0.07%	61
2025 Q2	$350K	Hold	4,441	–	–	0.08%	55
2025 Q1	$348K	Hold	4,441	–	–	0.08%	53
2024 Q4	$343K	Hold	4,441	–	–	0.08%	54
2024 Q3	$349K	Hold	4,441	–	–	0.09%	52
2024 Q2	$341K	Hold	4,441	–	–	0.09%	50
2024 Q1	$340K	Hold	4,441	–	–	0.09%	56
2023 Q4	$342K	Sell	4,441 -7,757	-64%	-$587K	0.08%	60
2023 Q3	$917K	Hold	12,198	–	–	0.24%	33
2023 Q2	$922K	Hold	12,198	–	–	0.24%	34
2023 Q1	$933K	Hold	12,198	–	–	0.25%	34
2022 Q4	$918K	Buy	12,198 +2,256	+23%	+$169K	0.28%	34
2022 Q3	$744K	Sell	9,942 -12,198	-55%	-$932K	0.43%	25
2022 Q2	$1.7M	Hold	22,140	–	–	0.71%	21
2022 Q1	$1.73M	Hold	22,140	–	–	0.58%	23
2021 Q4	$1.79M	Buy	22,140 +4,188	+23%	+$341K	0.55%	33
2021 Q3	$1.47M	Hold	17,952	–	–	0.5%	38
2021 Q2	$1.48M	Sell	17,952 -5,540	-24%	-$456K	0.45%	49
2021 Q1	$1.93M	Sell	23,492 -1,781	-7%	-$147K	0.65%	25
2020 Q4	$2.1M	Buy	25,273 +5,481	+28%	+$454K	0.78%	20
2020 Q3	$1.64M	Buy	19,792 +12,035	+155%	+$1,000K	0.73%	15
2020 Q2	$644K	Hold	7,757	–	–	0.33%	45
2020 Q1	$637K	Hold	7,757	–	–	0.39%	30
2019 Q4	$625K	Hold	7,757	–	–	0.33%	36
2019 Q3	$627K	Hold	7,757	–	–	0.36%	31
2019 Q2	$625K	Hold	7,757	–	–	0.35%	33
2019 Q1	$617K	Hold	7,757	–	–	0.37%	33
2018 Q4	$609K	Buy	+7,757	New	+$605K	0.38%	28

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

Element Pointe Advisors's BSV Position: Q2 2026 in Review

Element Pointe Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,441 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #71.

Element Pointe Advisors first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.1M in Q4 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Element Pointe Advisors held 4,441 shares of Vanguard Short-Term Bond ETF worth $346K as of Q2 2026.
Element Pointe Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.06% of Element Pointe Advisors's portfolio in Q2 2026, its #71 holding.
Element Pointe Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Element Pointe Advisors's Vanguard Short-Term Bond ETF position peaked at $2.1M in Q4 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.