Empower Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Empower Advisory Group’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	$1.89B	Buy	24,303,617 +1,758,147	+8%	+$137M	4.52%	4
2026 Q1	$1.77B	Buy	22,545,470 +1,573,272	+8%	+$124M	4.59%	4
2025 Q4	$1.65B	Buy	20,972,198 +1,440,858	+7%	+$114M	4.46%	4
2025 Q3	$1.54B	Buy	19,531,340 +1,430,139	+8%	+$112M	4.27%	4
2025 Q2	$1.42B	Buy	18,101,201 +800,357	+5%	+$62.6M	4.27%	4
2025 Q1	$1.35B	Buy	17,300,844 +978,455	+6%	+$76M	4.42%	4
2024 Q4	$1.26B	Buy	16,322,389 +1,121,941	+7%	+$87.1M	4.25%	4
2024 Q3	$1.2B	Buy	15,200,448 +711,531	+5%	+$55.4M	4.04%	4
2024 Q2	$1.11B	Buy	14,488,917 +740,757	+5%	+$56.5M	4.13%	4
2024 Q1	$1.05B	Buy	13,748,160 +552,503	+4%	+$42.4M	3.95%	4
2023 Q4	$1.02B	Sell	13,195,657 -2,258,797	-15%	-$171M	4%	4
2023 Q3	$1.16B	Buy	15,454,454 +702,393	+5%	+$52.9M	5.14%	3
2023 Q2	$1.11B	Buy	14,752,061 +428,486	+3%	+$32.7M	4.81%	3
2023 Q1	$1.1B	Buy	+14,323,575	New	+$1.09B	4.92%	3

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Empower Advisory Group's BSV Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.8% in Q2 2026, buying an estimated $137M and bringing the position to 24,303,617 shares worth $1.89B. The position accounts for 4.52% of the portfolio, ranked #4.

Empower Advisory Group first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Empower Advisory Group held 24,303,617 shares of Vanguard Short-Term Bond ETF worth $1.89B as of Q2 2026.
Empower Advisory Group bought 1,758,147 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $137M.
Vanguard Short-Term Bond ETF made up 4.52% of Empower Advisory Group's portfolio in Q2 2026, its #4 holding.
Empower Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.