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

Gateway 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	$921K	Sell	11,826 -10,626	-47%	-$829K	0.06%	322
2026 Q1	$1.76M	Buy	22,452 +18,911	+534%	+$1.49M	0.07%	271
2025 Q4	$279K	Buy	+3,541	New	+$279K	0.03%	381
2025 Q3	–	Sell	-5,357	Closed	-$422K	–	412
2025 Q2	$422K	Buy	5,357 +229	+4%	+$17.9K	0.08%	227
2025 Q1	$401K	Buy	5,128 +262	+5%	+$20.3K	0.09%	212
2024 Q4	$376K	Buy	4,866 +58	+1%	+$4.5K	0.1%	195
2024 Q3	$378K	Buy	+4,808	New	+$375K	0.1%	179
2023 Q4	–	Sell	-68,498	Closed	-$5.15M	–	232
2023 Q3	$5.15M	Buy	68,498 +7	+0%	+$528	0.93%	23
2023 Q2	$5.18M	Buy	68,491 +2,700	+4%	+$206K	0.93%	23
2023 Q1	$5.03M	Buy	65,791 +1,146	+2%	+$86.8K	0.77%	26
2022 Q4	$4.87M	Buy	+64,645	New	+$4.85M	0.84%	25

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

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

Gateway Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 47% in Q2 2026, selling an estimated $829K and leaving 11,826 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #322.

Gateway Wealth Partners first reported a position in BSV in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.18M in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Gateway Wealth Partners held 11,826 shares of Vanguard Short-Term Bond ETF worth $921K as of Q2 2026.
Gateway Wealth Partners sold 10,626 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $829K.
Vanguard Short-Term Bond ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #322 holding.
Gateway Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 11 quarters since.
Gateway Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $5.18M in Q2 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.