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Emergent Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Emergent Wealth 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
Q3 		$782K Buy
10,239
+15
+0.1% +$1.16K 0.41% 46
2026
Q2 		$797K Sell
10,224
-63
-0.6% -$4.92K 0.41% 46
2026
Q1 		$807K Buy
+10,287
New +$810K 0.48% 36
2025
Q2 		– Sell
-2,668
Closed -$209K – 117
2025
Q1 		$209K Buy
2,668
+10
+0.4% +$776 0.15% 102
2024
Q4 		$205K Buy
2,658
+20
+0.8% +$1.55K 0.15% 107
2024
Q3 		$208K Buy
2,638
+15
+0.6% +$1.17K 0.15% 103
2024
Q2 		$201K Buy
2,623
+13
+0.5% +$992 0.16% 106
2024
Q1 		$200K Sell
2,610
-62
-2% -$4.76K 0.17% 102
2023
Q4 		$206K Buy
+2,672
New +$202K 0.19% 100

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

Emergent Wealth Advisors's BSV Position: Q3 2026 in Review

Emergent Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.15% in Q3 2026, buying an estimated $1.16K and bringing the position to 10,239 shares worth $782K. The position accounts for 0.41% of the portfolio, ranked #46.

Emergent Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $807K in Q1 2026. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Emergent Wealth Advisors held 10,239 shares of Vanguard Short-Term Bond ETF worth $782K as of Q3 2026.
  • Emergent Wealth Advisors bought 15 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.16K.
  • Vanguard Short-Term Bond ETF made up 0.41% of Emergent Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Emergent Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Emergent Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $807K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.