FJWM
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Ferguson Johnson Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ferguson Johnson Wealth Management’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 		$5.19M Buy
66,656
+3,751
+6% +$293K 3.79% 10
2026
Q1 		$4.93M Buy
62,905
+2,177
+4% +$171K 4% 9
2025
Q4 		$4.79M Buy
+60,728
New +$4.79M 3.98% 9

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

Ferguson Johnson Wealth Management's BSV Position: Q2 2026 in Review

Ferguson Johnson Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6% in Q2 2026, buying an estimated $293K and bringing the position to 66,656 shares worth $5.19M. The position accounts for 3.79% of the portfolio, ranked #10.

Ferguson Johnson Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Ferguson Johnson Wealth Management held 66,656 shares of Vanguard Short-Term Bond ETF worth $5.19M as of Q2 2026.
  • Ferguson Johnson Wealth Management bought 3,751 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $293K.
  • Vanguard Short-Term Bond ETF made up 3.79% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Ferguson Johnson Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.