Forefront Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Forefront Wealth 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	$357K	Buy	4,584 +489	+12%	+$38.2K	0.11%	135
2026 Q1	$321K	Sell	4,095 -572	-12%	-$45K	0.13%	125
2025 Q4	$368K	Buy	4,667 +900	+24%	+$71K	0.17%	102
2025 Q3	$297K	Buy	+3,767	New	+$296K	0.07%	158
2025 Q2	–	Sell	-3,919	Closed	-$307K	–	103
2025 Q1	$307K	Buy	+3,919	New	+$304K	0.21%	93

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

Forefront Wealth Partners's BSV Position: Q2 2026 in Review

Forefront Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, buying an estimated $38.2K and bringing the position to 4,584 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #135.

Forefront Wealth Partners first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $368K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Forefront Wealth Partners held 4,584 shares of Vanguard Short-Term Bond ETF worth $357K as of Q2 2026.
Forefront Wealth Partners bought 489 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $38.2K.
Vanguard Short-Term Bond ETF made up 0.11% of Forefront Wealth Partners's portfolio in Q2 2026, its #135 holding.
Forefront Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
Forefront Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $368K in Q4 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.