Elevate Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Elevate Wealth Advisory's BSV Position: Q2 2026 in Review
Elevate Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q2 2026, buying an estimated $546K and bringing the position to 164,155 shares worth $12.8M. The position accounts for 7.3% of the portfolio, ranked #4.
Elevate Wealth Advisory first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Elevate Wealth Advisory held 164,155 shares of Vanguard Short-Term Bond ETF worth $12.8M as of Q2 2026.
- Elevate Wealth Advisory bought 7,001 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $546K.
- Vanguard Short-Term Bond ETF made up 7.3% of Elevate Wealth Advisory's portfolio in Q2 2026, its #4 holding.
- Elevate Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
- 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.