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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Elevation Wealth Partners's BSV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 610% in Q2 2026, buying an estimated $598K and bringing the position to 8,923 shares worth $695K. The position accounts for 0.21% of the portfolio, ranked #64.

Elevation Wealth Partners first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. 610 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Elevation Wealth Partners held 8,923 shares of Vanguard Short-Term Bond ETF worth $695K as of Q2 2026.
  • Elevation Wealth Partners bought 7,667 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $598K.
  • Vanguard Short-Term Bond ETF made up 0.21% of Elevation Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 610 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.