Endeavor Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Endeavor Private Wealth’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	$1.79M	Sell	22,970 -4,351	-16%	-$340K	0.43%	65
2026 Q1	$2.14M	Sell	27,321 -7,527	-22%	-$593K	0.61%	52
2025 Q4	$2.75M	Buy	34,848 +903	+3%	+$71.2K	0.79%	38
2025 Q3	$2.68M	Buy	+33,945	New	+$2.67M	0.83%	34

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

Endeavor Private Wealth's BSV Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, selling an estimated $340K and leaving 22,970 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #65.

Endeavor Private Wealth first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q4 2025. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Endeavor Private Wealth held 22,970 shares of Vanguard Short-Term Bond ETF worth $1.79M as of Q2 2026.
Endeavor Private Wealth sold 4,351 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $340K.
Vanguard Short-Term Bond ETF made up 0.43% of Endeavor Private Wealth's portfolio in Q2 2026, its #65 holding.
Endeavor Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Endeavor Private Wealth's Vanguard Short-Term Bond ETF position peaked at $2.75M in Q4 2025.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.