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 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

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 22.96% 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

Emergent Wealth Advisors's BSV Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.61% in Q2 2026, selling an estimated $4.92K and leaving 10,224 shares worth $797K. 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 8 quarters since. The position peaked at $807K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Emergent Wealth Advisors held 10,224 shares of Vanguard Short-Term Bond ETF worth $797K as of Q2 2026.
Emergent Wealth Advisors sold 63 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.92K.
Vanguard Short-Term Bond ETF made up 0.41% of Emergent Wealth Advisors's portfolio in Q2 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 8 quarters since.
Emergent Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $807K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.