EnRich Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EnRich Financial Partners’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	$313K	Buy	4,013 +583	+17%	+$45.5K	0.07%	54
2026 Q1	$269K	Sell	3,430 -347	-9%	-$27.3K	0.07%	58
2025 Q4	$298K	Buy	3,777 +477	+14%	+$37.6K	0.08%	55
2025 Q3	$260K	Sell	3,300 -337	-9%	-$26.5K	0.07%	56
2025 Q2	$286K	Buy	3,637 +337	+10%	+$26.3K	0.09%	49
2025 Q1	$258K	Sell	3,300 -330	-9%	-$25.6K	0.09%	49
2024 Q4	$281K	Buy	3,630 +32	+0.9%	+$2.48K	0.09%	46
2024 Q3	$283K	Buy	3,598 +3	+0.1%	+$234	0.09%	46
2024 Q2	$276K	Buy	3,595 +614	+21%	+$46.8K	0.1%	44
2024 Q1	$229K	Buy	2,981 +1	+0%	+$77	0.09%	48
2023 Q4	$229K	Buy	+2,980	New	+$226K	0.1%	45

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

EnRich Financial Partners's BSV Position: Q2 2026 in Review

EnRich Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $45.5K and bringing the position to 4,013 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #54.

EnRich Financial Partners first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

EnRich Financial Partners held 4,013 shares of Vanguard Short-Term Bond ETF worth $313K as of Q2 2026.
EnRich Financial Partners bought 583 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45.5K.
Vanguard Short-Term Bond ETF made up 0.07% of EnRich Financial Partners's portfolio in Q2 2026, its #54 holding.
EnRich Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.