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

Financial Perspectives’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	$33.3K	Hold	427	–	–	0.01%	392
2026 Q1	$33.5K	Hold	427	–	–	0.01%	372
2025 Q4	$33.7K	Hold	427	–	–	0.01%	372
2025 Q3	$33.7K	Hold	427	–	–	0.01%	369
2025 Q2	$33.6K	Hold	427	–	–	0.01%	360
2025 Q1	$33.4K	Hold	427	–	–	0.01%	342
2024 Q4	$33K	Sell	427 -65	-13%	-$5.04K	0.01%	344
2024 Q3	$38.7K	Hold	492	–	–	0.01%	308
2024 Q2	$37.7K	Hold	492	–	–	0.01%	306
2024 Q1	$37.7K	Hold	492	–	–	0.01%	308
2023 Q4	$37.9K	Hold	492	–	–	0.02%	300
2023 Q3	$37K	Hold	492	–	–	0.02%	285
2023 Q2	$37.2K	Hold	492	–	–	0.02%	288
2023 Q1	$37.6K	Hold	492	–	–	0.02%	286
2022 Q4	$37K	Hold	492	–	–	0.02%	279
2022 Q3	$36.8K	Hold	492	–	–	0.02%	269
2022 Q2	$37.8K	Hold	492	–	–	0.02%	264
2022 Q1	$38.3K	Hold	492	–	–	0.02%	285
2021 Q4	$39.8K	Hold	492	–	–	0.02%	264
2021 Q3	$40.3K	Hold	492	–	–	0.02%	261
2021 Q2	$40.4K	Sell	492 -39,945	-99%	-$3.29M	0.02%	282
2021 Q1	$492K	Buy	40,437 +39,945	+8,119%	+$3.3M	0.02%	293
2020 Q4	$40.8K	Hold	492	–	–	0.02%	246
2020 Q3	$40.9K	Hold	492	–	–	0.03%	218
2020 Q2	$40.9K	Hold	492	–	–	0.03%	206
2020 Q1	$40.4K	Hold	492	–	–	0.03%	181
2019 Q4	$39.7K	Buy	+492	New	+$39.7K	0.03%	191

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

Financial Perspectives's BSV Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 427 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #392.

Financial Perspectives first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $492K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Financial Perspectives held 427 shares of Vanguard Short-Term Bond ETF worth $33.3K as of Q2 2026.
Financial Perspectives left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #392 holding.
Financial Perspectives first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Vanguard Short-Term Bond ETF position peaked at $492K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.