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Fourth Dimension Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fourth Dimension Wealth’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 		$30.9K Hold
397
– – 0.01% 328
2026
Q1 		$31.1K Hold
397
– – 0.01% 276
2025
Q4 		$31.3K Hold
397
– – 0.01% 284
2025
Q3 		$31.3K Hold
397
– – 0.01% 279
2025
Q2 		$31.2K Hold
397
– – 0.01% 278
2025
Q1 		$31.1K Hold
397
– – 0.02% 267
2024
Q4 		$30.7K Buy
+397
New +$30.8K 0.02% 274

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

Fourth Dimension Wealth's BSV Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 397 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #328.

Fourth Dimension Wealth first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fourth Dimension Wealth held 397 shares of Vanguard Short-Term Bond ETF worth $30.9K as of Q2 2026.
  • Fourth Dimension Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #328 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vanguard Short-Term Bond ETF position peaked at $31.3K in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.