Elevate Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Elevate Capital 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	$605K	Buy	+7,762	New	+$606K	0.33%	53

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elevate Capital Advisors's BSV Position: Q2 2026 in Review

Elevate Capital Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 7,762 shares worth $605K. The stake represents 0.33% of the portfolio and ranks #53 among its holdings.

928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Elevate Capital Advisors held 7,762 shares of Vanguard Short-Term Bond ETF worth $605K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Elevate Capital Advisors position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.33% of Elevate Capital Advisors's portfolio in Q2 2026, its #53 holding.
928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.