Elevatus Welath Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Elevatus Welath Management’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	$8.55M	Buy	109,778 +101,281	+1,192%	+$7.9M	2.08%	15
2026 Q1	$666K	Sell	8,497 -242	-3%	-$19.1K	0.35%	57
2025 Q4	$689K	Sell	8,739 -101	-1%	-$7.97K	0.19%	78
2025 Q3	$698K	Sell	8,840 -1,442	-14%	-$113K	0.2%	62
2025 Q2	$809K	Sell	10,282 -733	-7%	-$57.3K	0.27%	51
2025 Q1	$862K	Buy	11,015 +472	+4%	+$36.6K	0.49%	35
2024 Q4	$815K	Buy	10,543 +5,434	+106%	+$422K	0.28%	42
2024 Q3	$402K	Buy	+5,109	New	+$398K	0.13%	63

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 22.9% 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

Elevatus Welath Management's BSV Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1,192% in Q2 2026, buying an estimated $7.9M and bringing the position to 109,778 shares worth $8.55M. The position accounts for 2.08% of the portfolio, ranked #15.

Elevatus Welath Management first reported a position in BSV in Q3 2024 and has held it in 8 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Elevatus Welath Management held 109,778 shares of Vanguard Short-Term Bond ETF worth $8.55M as of Q2 2026.
Elevatus Welath Management bought 101,281 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.9M.
Vanguard Short-Term Bond ETF made up 2.08% of Elevatus Welath Management's portfolio in Q2 2026, its #15 holding.
Elevatus Welath Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.