Envestnet Portfolio Solutions
BSV icon

Envestnet Portfolio Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Envestnet Portfolio Solutions’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 		$73.2M Buy
939,116
+55,704
+6% +$4.35M 0.35% 55
2026
Q1 		$69.3M Sell
883,412
-3,566,035
-80% -$281M 0.38% 48
2025
Q4 		$351M Buy
4,449,447
+195,541
+5% +$15.4M 1.23% 20
2025
Q3 		$336M Sell
4,253,906
-57,111
-1% -$4.49M 1.24% 21
2025
Q2 		$339M Sell
4,311,017
-315,743
-7% -$24.7M 1.25% 21
2025
Q1 		$362M Buy
4,626,760
+29,017
+0.6% +$2.25M 1.39% 19
2024
Q4 		$355M Buy
4,597,743
+183,986
+4% +$14.3M 1.16% 22
2024
Q3 		$347M Buy
4,413,757
+27,199
+0.6% +$2.12M 1.13% 22
2024
Q2 		$336M Buy
4,386,558
+35,124
+0.8% +$2.68M 1.17% 20
2024
Q1 		$334M Buy
4,351,434
+184,372
+4% +$14.1M 1.25% 18
2023
Q4 		$321M Sell
4,167,062
-366,465
-8% -$27.7M 1.33% 16
2023
Q3 		$341M Buy
+4,533,527
New +$342M 1.61% 13

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions's BSV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q2 2026, buying an estimated $4.35M and bringing the position to 939,116 shares worth $73.2M. The position accounts for 0.35% of the portfolio, ranked #55.

Envestnet Portfolio Solutions first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $362M in Q1 2025. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Envestnet Portfolio Solutions held 939,116 shares of Vanguard Short-Term Bond ETF worth $73.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 55,704 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.35M.
  • Vanguard Short-Term Bond ETF made up 0.35% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #55 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Vanguard Short-Term Bond ETF position peaked at $362M in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.