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Foundations Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Foundations Investment 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
Q1 		$1.2M Buy
15,359
+602
+4% +$47.4K 0.01% 479
2025
Q4 		$1.16M Sell
14,757
-4,940
-25% -$390K 0.02% 473
2025
Q3 		$1.55M Buy
19,697
+6,058
+44% +$476K 0.02% 362
2025
Q2 		$1.07M Sell
13,639
-8,685
-39% -$679K 0.02% 420
2025
Q1 		$1.75M Buy
22,324
+293
+1% +$22.7K 0.03% 312
2024
Q4 		$1.7M Buy
22,031
+8,187
+59% +$635K 0.03% 312
2024
Q3 		$1.09M Sell
13,844
-3,598
-21% -$280K 0.02% 349
2024
Q2 		$1.34M Sell
17,442
-1,299
-7% -$99.1K 0.03% 288
2024
Q1 		$1.44M Sell
18,741
-7,321
-28% -$562K 0.04% 269
2023
Q4 		$2.01M Buy
26,062
+13,733
+111% +$1.04M 0.05% 228
2023
Q3 		$927K Sell
12,329
-3,954
-24% -$298K 0.03% 293
2023
Q2 		$1.23M Buy
16,283
+2,930
+22% +$223K 0.04% 242
2023
Q1 		$1.02M Sell
13,353
-3,906
-23% -$296K 0.04% 236
2022
Q4 		$1.3M Buy
17,259
+3,353
+24% +$252K 0.05% 179
2022
Q3 		$1.04M Sell
13,906
-84,328
-86% -$6.44M 0.05% 168
2022
Q2 		$7.55M Buy
+98,234
New +$7.57M 0.32% 38
2022
Q1 		– Sell
-3,942
Closed -$317K – 350
2021
Q4 		$317K Sell
3,942
-206
-5% -$16.8K 0.01% 269
2021
Q3 		$340K Buy
4,148
+631
+18% +$51.9K 0.01% 235
2021
Q2 		$289K Sell
3,517
-221
-6% -$18.2K 0.01% 242
2021
Q1 		$307K Buy
3,738
+399
+12% +$32.9K 0.02% 177
2020
Q4 		$276K Sell
3,339
-17,986
-84% -$1.49M 0.02% 152
2020
Q3 		$1.77M Buy
21,325
+18,403
+630% +$1.53M 0.39% 43
2020
Q2 		$243K Buy
+2,922
New +$242K 0.02% 148
2019
Q4 		– Sell
-4,250
Closed -$345K – 130
2019
Q3 		$345K Buy
+4,250
New +$343K 0.05% 100

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundations Investment Advisors's BSV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.1% in Q1 2026, buying an estimated $47.4K and bringing the position to 15,359 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #479.

Foundations Investment Advisors first reported a position in BSV in Q3 2019 and has held it in 24 quarters since. The position peaked at $7.55M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Foundations Investment Advisors held 15,359 shares of Vanguard Short-Term Bond ETF worth $1.2M as of Q1 2026.
  • Foundations Investment Advisors bought 602 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $47.4K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #479 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Foundations Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $7.55M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.