EWP
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Elevation Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Elevation Wealth 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
Q3 		$687K Buy
8,990
+67
+0.8% +$5.18K 0.19% 67
2026
Q2 		$695K Buy
8,923
+7,667
+610% +$598K 0.21% 64
2026
Q1 		$98.5K Buy
1,256
+7
+0.6% +$551 0.04% 168
2025
Q4 		$98.4K Buy
1,249
+428
+52% +$33.8K 0.03% 172
2025
Q3 		$64.8K Sell
821
-105
-11% -$8.26K 0.02% 216
2025
Q2 		$72.8K Buy
926
+8
+0.9% +$625 0.03% 196
2025
Q1 		$71.8K Sell
918
-74
-7% -$5.74K 0.03% 196
2024
Q4 		$76.7K Buy
992
+892
+892% +$69.2K 0.03% 190
2024
Q3 		$7.87K Hold
100
– – ﹤0.01% 368
2024
Q2 		$7.67K Sell
100
-189
-65% -$14.4K ﹤0.01% 358
2024
Q1 		$22.2K Sell
289
-2,276
-89% -$175K 0.01% 289
2023
Q4 		$193K Hold
2,565
– – 0.12% 105
2023
Q3 		$193K Buy
2,565
+15
+0.6% +$1.13K 0.17% 62
2023
Q2 		$193K Buy
2,550
+12
+0.5% +$915 0.16% 62
2023
Q1 		$194K Buy
+2,538
New +$192K 0.18% 61

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Elevation Wealth Partners's BSV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.75% in Q3 2026, buying an estimated $5.18K and bringing the position to 8,990 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #67.

Elevation Wealth Partners first reported a position in BSV in Q1 2023 and has held it in 15 quarters since. The position peaked at $695K in Q2 2026. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Elevation Wealth Partners held 8,990 shares of Vanguard Short-Term Bond ETF worth $687K as of Q3 2026.
  • Elevation Wealth Partners bought 67 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $5.18K.
  • Vanguard Short-Term Bond ETF made up 0.19% of Elevation Wealth Partners's portfolio in Q3 2026, its #67 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $695K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.