EWA
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EverSource Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EverSource 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 		$28.8M Sell
369,592
-195,126
-35% -$15.2M 0.97% 21
2026
Q1 		$44.3M Buy
564,718
+217,378
+63% +$17.1M 1.35% 9
2025
Q4 		$27.4M Sell
347,340
-7,572
-2% -$597K 1.01% 22
2025
Q3 		$28M Buy
354,912
+22,805
+7% +$1.79M 1.11% 19
2025
Q2 		$26.1M Sell
332,107
-5,314
-2% -$415K 1.18% 14
2025
Q1 		$26.4M Buy
337,421
+58,161
+21% +$4.51M 1.45% 7
2024
Q4 		$21.6M Buy
279,260
+63,414
+29% +$4.92M 1.21% 15
2024
Q3 		$17M Buy
215,846
+3,214
+2% +$250K 1.08% 21
2024
Q2 		$16.5M Buy
212,632
+21,907
+11% +$1.67M 1.1% 21
2024
Q1 		$14.5M Buy
190,725
+39,607
+26% +$3.04M 1.14% 17
2023
Q4 		$11.6M Buy
151,118
+17,030
+13% +$1.29M 1.07% 18
2023
Q3 		$10.1M Buy
134,088
+18,175
+16% +$1.37M 1.07% 17
2023
Q2 		$8.76M Buy
115,913
+11,760
+11% +$896K 0.97% 18
2023
Q1 		$7.97M Buy
104,153
+13,484
+15% +$1.02M 0.99% 18
2022
Q4 		$6.83M Buy
90,669
+36,970
+69% +$2.77M 1.03% 18
2022
Q3 		$4.02M Buy
53,699
+27,059
+102% +$2.07M 0.92% 19
2022
Q2 		$2.05M Buy
26,640
+5,787
+28% +$446K 0.53% 38
2022
Q1 		$1.63M Buy
20,853
+1,185
+6% +$94.1K 0.41% 49
2021
Q4 		$1.59M Buy
+19,668
New +$1.6M 0.45% 44

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 35% in Q2 2026, selling an estimated $15.2M and leaving 369,592 shares worth $28.8M. The position accounts for 0.97% of the portfolio, ranked #21.

EverSource Wealth Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.3M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • EverSource Wealth Advisors held 369,592 shares of Vanguard Short-Term Bond ETF worth $28.8M as of Q2 2026.
  • EverSource Wealth Advisors sold 195,126 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $15.2M.
  • Vanguard Short-Term Bond ETF made up 0.97% of EverSource Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $44.3M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.